申洲国际2024年业绩点评:业绩超预期、主营顺利恢复,制造龙头继续强化份额、稳步增长

光大证券
Mar 27

事件:24年收入、归母净利润同比+14.8%、+36.9%好于预期申洲国际发布2024年业绩。公司2024年实现营业收入286.6亿元(人民币,下同),同比增长14.8%,归母净利润62.4亿元,同比增长36.9%,好于预期,EPS为4.15元,拟派发末期股息每股1.28港元,结合中期股息每股1.25港元,全年派息率为55.8%。分量价来看,公司销量同比增加约21%,推算人民币单价同比下降约5%,...

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