5月15日,H&H国际控股午后飙涨超20%!一季度婴配奶粉增长超预期,预计全年高单增长。
公司此前公布一季度经营数据,期内收入31.7亿元,同比增长10.4%。其中,婴幼儿营养及护理用品分部重拾升轨,增长25.3%,由中国内地婴幼儿配方奶粉业务46.9%的增长带动。
华创证券指出,分业务看,BNC业务中,奶粉24年受新国标调整影响承压,25Q1低基数叠加推新拉动同增超40%,预计婴幼儿奶粉全年高单增长,而婴童营养品与益生菌受药店渠道结构性变化影响仍有下滑;ANC方面,Swisse在抖音、跨境等高景气细分优势明显,24年增长快于行业;PNC板块需求旺盛,公司聚焦高毛利产品并退出亏损渠道,以提升盈利水平,Q1SolidGold已基本实现盈利。
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