中国政府出台一系列举措以扶持国内奶业生产并刺激消费，此消息使得相关股市反应强烈。中国乳业股在港股市场上一度上涨至25%，创下了自2008年以来的最大单日涨幅。政府通过提供贷款和优惠券的方式为奶业企业提供支持。上海股市上，某家乳企的股票最大涨幅达8.9%。
此举背景是中国乳业长久以来受制于多年累积的过剩产能问题。此外，中国在八月对来自欧盟的进口商品展开了反补贴调查，这一行动限制了部分海外供应商的市场准入。据Bloomberg Intelligence分析，上述政策旨在提升国内奶业竞争力，并可能为蒙牛、伊利等企业带来正面的影响。
新的激励措施加上即将到来节日季的一系列支持方案，预计将提振乳制品生产商的乐观情绪。然而，据Bloomberg Intelligence数据显示，2023年中国的乳品人均消费量仅为42.4公斤，远低于全球平均水平的约三分之一。这意味着，虽然行业有所回暖迹象，但与国际水平相比仍有显著差距。
这显示出，中国政府对支持本土奶业的决心和策略，并且这种努力可能会逐步提升相关企业的业绩表现和市场预期。
新闻来源：www.bloomberg.com
原文地址：China’s Dairy Shares Surge on Plans to Boost Milk Consumption
新闻日期：2024-09-27
原文摘要：
Chinese dairy shares surge as the government rolls out measures to support local milk production and encourage consumption.Shares of rose as much as 25% in Hong Kong, their biggest intraday gain since 2008, as authorities offered support through loans and vouchers. gained as much as 8.9% in Shanghai. The policy support comes amid the industry’s continued struggle with excess production capacity built up over years. China also an anti-subsidy probe on imports from the European Union in August, which limits some overseas supply.“China’s plan to boost support for the country’s struggling dairy sector could trigger upgrades to 2025 consensus for dairy firms such as Mengniu and Yili,” said , an analyst at Bloomberg Intelligence. “Measures including loan support and the promotion of dairy-products consumption through vouchers have the potential to improve sales and profit margins.”The new incentives, along with other ahead of the holiday season, may further boost optimism for producers. Dairy consumption in China remains low at 42.4 kilogram per capita in 2023, about one-third of the world’s average, according to Bloomberg Intelligence data.
