智通财经APP获悉，蒙牛乳业(02319)涨超5%，截至发稿，涨5.63%，报19.5港元，成交额2.02亿港元。
消息面上，蒙牛乳业发布2024年度业绩，该集团取得收入人民币886.75亿元(单位下同)，同比减少10.09%；公司权益股东应占利润1.05亿元，同比减少97.83%，主要受子公司贝拉米商誉及无形资产减值亏损，以及应占联营亏损影响。公司提升2024年分红比例至45%，2024年派发期末股息每股普通股0.509元，合计拟派发现金股利19.942亿元。
东亚证券研报指出，蒙牛乳业2024年下半年盈利明显改善，预料今年趋势将持续，随着内地的奶类市场供需不平衡的情况逐步改善，原奶价格低位趋稳、市场竞争趋缓和低成本入库优势持续，加上公司经营利润率改善，配合内地支持消费政策等，预期蒙牛收入、毛利、经营利润率和纯利等财务指标今年将随整体市场回暖而提升。
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