上美股份:业绩位于预告上沿 未来主品牌+小品牌有望提供多元增长驱动

东方财富证券
14 Apr

【投资要点】公司公告:1)24 年实现收入67.9 亿元/yoy+62.1%,净利润8.0 亿元/yoy+74.0%,位于此前盈利预告上沿;24H2 来看,实现收入32.9 亿元/yoy+26.4%,净利润3.9 亿元/yoy+8.4%。2)24 年毛利率为75.2%/yoy+3.2pct,销售/管理/研发费率分别同比+4.7/-1.4/-0.4pct,净利率11.8%/yoy+0.8pct。分...

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