SUZANO:尽管纸浆市场持续较弱 3Q24经营业绩依然稳健

中金公司
28 Oct 2024

3Q24 业绩略低于我们预期Suzano 公布3Q24 业绩:3Q24 收入环比+7%至123 亿雷亚尔,调整后EBITDA 环比+4%至65 亿雷亚尔,超出我们和市场预期,主因所有业务的平均售价和销量均高于预期;净利润实现32 亿雷亚尔(2Q24 录得亏损38 亿雷亚尔),略低于我们和市场预期,主因雷亚尔贬值导致净财务收益低于预期。1)纸浆业务:3Q24 收入环比+6%至98 亿雷亚尔,其中销量...

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