投资要点:事件:公司披露2024 财年半年度业绩。2024 财年上半年公司实现营收108.77亿元(YOY-3.5%),实现归母净利润18.63 亿元(YOY+8.2%)。冰品拖累整体营收表现,盈利能力继续提升。营收端,2024 财年上半年,受休闲食品类中的冰品小类收益同比衰退影响,公司整体营收承压,同比下滑3.53%。此外受益于部分大宗原物料耗用成本下降,毛利率同比提升2.03pct至...
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