2024 年盈利预告符合我们预期公司发布2024 年盈利预告,预计2024 年归母净利润同增不低于30%,符合我们预期。我们看好公司多业务独家牌照的唯一性及作为中烟旗下国际资本运作平台的稀缺价值,中长期有望“内生+外延”多业务协同崛起。关注要点1、卷烟出口延续快增、烟叶进出口稳健成长等,带动2024 年收入持续成长。我们预计公司2024 年收入有望持续快增,具体看,1)卷烟出口:出入境及免税客流...
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