2024 业绩略超市场预期。2024 年收入259.4 亿美元,同比-1%;核心归母净利润(剔除生物资产价值变动)14.7 亿美元,同比+143%。2024 年利润略超市场预期,我们预计与4Q 美国肉制品业务吨利较高且上游猪肉业务盈利情况好于预期有关。发展趋势国内业务:1)肉制品:4Q24 肉制品营业利润同比约+7.4%,销售量同比基本平稳,吨利接近4400 元/吨。2)屠宰:4Q24 营业利润...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.