业绩爆降蒙牛为激进并购买单:卢敏放时代挖的坑,落到高飞手上来填了

未来商业研究
20 Feb

2月19日,蒙牛乳业罕见得来了一个股价大涨,一句“轻装上阵,利空出尽”点燃了资本市场的热情。这份业绩大降的报告,就看大家怎么解读。和当初卢敏放上任时计提雅士利商誉减值一样,蔚来君赶脚还是同样的配方。1、就在前一天,蒙牛乳业披露盈利预警。公告显示,蒙牛预期2024年度总收入同比下降;2024年度净利润约为0.5亿元至2.5亿元,较2023年的48.09亿元大跌,同比下降约94.8%至98.9%。这一...

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