现代牧业龙头周期底部蓄势,行业供需反转在即(简体版)

第一上海
27 Mar

龙头周期底部蓄势,行业供需反转在即逆势凸显经营韧性,核心利润改善超预期:2024公司实现收132.54亿元,同比微降-1.5%,其中原料奶业务销售收入达104.54亿元,同比+1.9%,在行业面临诸多挑战的背景下,保持稳健增长实属不易。受奶牛公允价值重估损失8.61亿元及商誉减值亏损5.99亿元等非现金项目的影响,公司最终录得亏损14.69亿元,若剔除非现金因素,公司核心业务表现依然强劲。经测算,...

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