预计盈利净亏损13.5-15.5 亿元公司发布盈利预警,预计2024 年将录得净亏损13.5-15.5 亿元;预计现金EBITDA 29-31 亿元,同增16%- 24%。净利润低于市场预期,主因生物资产和商誉减值高于预期,现金EBITDA符合市场预期。考虑生物资产和商誉减值为非现金项目,我们看好未来几年周期反转下公司盈利持续改善。关注要点公司单产延续提升,料奶价下降拖累收入增速。受益于基因改良、...
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