中国飞鹤(06186)维持行业领先,业绩迎来拐点

申万宏源
24 Sep 2024

投资要点:事件:公司发布2024年中报。根据公司公告,2024H1实现营业收入100.95亿,同比增长3.7%,归属股东净利润18.75亿,同比增长10.5%。公司公告中期分红方案,派息每股0.16港元,股利支付率72%。投资分析意见:由于出生人口数减少,以及行业竞争激烈,下调2024年盈利预测,新增2025-2026年盈利预测,预测2024-2026年公司实现归属股东净利润36.9、38.6、...

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