2024 年业绩前瞻:1)我们预计公司24 年收入为76.19 亿元,同比增长3.2%;收入增速较24H1 放缓主要受国内牛奶粉拖累。2)我们预计公司24 年归母净利润为2.75 亿元,同比增长57.9%;主要系24 年国内奶粉价盘回升带动毛利率改善,以及24H2 公司加强费用管控。我们预计24 年公司牛奶粉业务收入同比下降高单位数。其中预计24H2 公司牛奶粉业务收入将同比下滑高个位数,延续...
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