统一企业中国:今年收入增长目标 5% 买入评级

和讯网
31 Dec 2024

【12 月 31 日,大和发布研究报告称】统一企业中国调整今年的按年收入增长目标至 5%,为公司中期业绩时给予的收入增长指引(5%至 8%)范围下限。 大和认为此情况稍胜市场预期,因部分投资者预期会因近期消费气氛疲软达不到之前指引。 自 2024 年 11 月近期高点以来,棕榈油价格已下降约 10%,一定程度缓解了对统一毛利率收缩的担忧。在主要竞争对手加价和原材料成本下降的有利竞争环境下,大和重申...

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