每日投资日志 业绩焦点：中国蒙牛乳业有限公司 赢动力 传统业务聚焦于利润率改善，新业务引领增长 Undervalued port with solid container business and strong growth of logistics business; maintain Buy General offer being considered by controlling shareholder Results missed on higher opex. Earnings growth guidance of 30% To scale a brand Underlying business not as bad as profit warning; but with no recovery difficult to get constructive 天然气销售前景光明，维持“买入”评级