港股异动 | 康师傅(00322)涨超4% 机构预计公司2024下半年利润率同比提升幅度或好于预期

智通财经

Jan 09, 2025

智通财经APP获悉，康师傅(00322)涨超4%，截至发稿，涨3.61%，报10.34港元，成交额1803.47万港元。

中金发布研报称，根据该行草根调研，2H24公司方便面业务同比有望持平，7月公司完成经典系列产品升级和提价，3Q受此影响方便面销量及份额下滑，4Q在低基数下有望恢复同比正增。饮料收入受3Q天气、竞争等影响表现疲弱，4Q有望恢复同比正增，整体2H24饮料收入同比或仍有小幅下滑，其中茶饮保持较好增长，水和果汁或仍有所下滑，碳酸表现自4Q24起有望在低基数下回暖。该行预计全年公司收入同比基本持平，虽略弱于公司年中指引，但考虑公司方便面及饮料业务均有提价、饮料行业竞争加剧等因素，全年收入表现较为平稳。

该行续指，受益于提价、成本利好及产品结构提升等多重因素，2H24公司毛利率同比提升幅度或有望好于预期，该行预计2H24方便面、饮料毛利率分别同比提升2.1/2.6ppt，幅度均有望好于上半年。出于维护市占率考虑，2H24销售费用率或同比有小幅提升，管理费用率同比或维持稳定。报表层面2H24公司净利率同比或提升0.4ppt左右，考虑2023年公司录得约4亿一次性出售资产收益，全年核心净利率同比提升幅度有望接近1ppt，全年利润预计36亿元，好于年中指引及市场预期。

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