颐海国际2024年业绩公告点评:第三方保持稳健,关联方有望修复

东吴证券
27 Mar

投资要点事件:2024年公司实现收入/净利润65.40/7.39亿元,同比分别+6.24%/-13.28%,2024H2收入/净利润分别为36.05/4.31亿元,同比分别2.07%/-12.88%。第三方销量延续增长,产品结构调整致吨价略有承压。2024H2公司第三方收入同比增长9%:受小龙虾等单品带动,中式复调延续增势,但整体均价有所下行,或与推出高性价比产品有关:(1)2024H2第三方火锅...

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