我们预计公司2024 年归母利润约13.5 亿美元,同比约+123%我们预计公司2024 年归母利润约13.5 亿美元。公司公告更新有关史密斯菲尔德公司的建议分拆及独立上市最新方案。关注要点中国业务:1)肉制品:我们预计4Q24 销量略有增长,吨利同比提高。我们预计4Q24 渠道终端需求相对疲软,4Q24 肉制品销量略有增长。2)屠宰:我们预计4Q24 屠宰业务利润环比较为稳健,鲜肉产品仍面临较...
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