中金发表研究报告指,预计万洲(00288.HK) 2024年纯利约为13.5亿美元,按年增约1.23倍。中国业务方面,该行预期上季肉制品销量略有增长,渠道终端需求相对疲软;屠宰业务利润料较为稳健,鲜肉产品仍面临较激烈的竞争环境。至于美国业务,中金预计上季肉制品吨利将持续按年改善,销量较去年同期略为下滑。另外,由于养殖成本略为回落,加上公司养殖效率提升,预计下半年的上游养殖亏损较上半年有所收窄。中金...
Source Link中金发表研究报告指,预计万洲(00288.HK) 2024年纯利约为13.5亿美元,按年增约1.23倍。中国业务方面,该行预期上季肉制品销量略有增长,渠道终端需求相对疲软;屠宰业务利润料较为稳健,鲜肉产品仍面临较激烈的竞争环境。至于美国业务,中金预计上季肉制品吨利将持续按年改善,销量较去年同期略为下滑。另外,由于养殖成本略为回落,加上公司养殖效率提升,预计下半年的上游养殖亏损较上半年有所收窄。中金...
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