中国东方教育(0667.HK):业绩超预期 下半年烹饪招生恢复增长

华西证券
28 Mar

事件概述2024 年公司收入/归母净利/经调归母净利分别为41.16/5.13/5.25 亿元、同比增长3.5%/88.0%/86.6%,净利润超出市场预期。归母净利增速高于于收入增速主要由于毛利率提升和费用率全面下降,即归母净利同比增长2.4 亿中收入增长1.4 亿、销售费用下降6300 万(主要来自广告费用节约)、管理费用下降2100 万、财务费用下降2100 万、及成本下降6900 万(其中...

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