蒙牛 (2319.HK): 積極投放資源進行產品創新升級 海外拓展及潛在併購帶來中長線發展機遇 August 14, 2018

投資概要

中國乳業仍處於消費穩健增長時期,隨著個人可支配收入上升,生育政策放寬帶 來的人口紅利體現,整體乳製品市場增長空間巨大,我們看好整體行業的發展前 景。而事實上,國務院在今年6 月發布《關於推進奶業振興與保障乳製品質量安 全的意見》,提出至2025 年乳業要實現全面振興,並重點提出支持乳企兼併重 組,推廣國家學生飲用奶計劃,培育國民食用乳製品習慣。

About the author

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Tracy Ku
Investment Analyst

Graduated from Chinese University of Hong Kong, majoring in Economics for Bachelor Degree, and Journalism for Master Degree. Worked in financial news industry for more than four years.
Currently cover retailing, property sectors and IPOs. Good at analysis for the companies with economic policies and industry prospects.

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