【券商聚焦】国元证券予朝云集团(06601)“买入”评级看好公司切入宠物行业带来的辽阔增长空间

金吾财讯

Apr 02, 2025

金吾财讯 | 国元证券发研报指，朝云集团(06601)发布2024年年度业绩报告：2024全年，公司实现营业收入18.20亿元，同比增长12.66%；对应净利润为1.95亿元，同比增长12.98%。截至2024年12月31日，公司在手现金、现金等价物及各项银行存款总额为27.08亿元；2024年公司派息率为80%，经营期内继续维持高派息比例。该行表示，2024全年公司家居护理1个人护理1宠物门店及宠物产品业务分别营收16.34/0.53/1.27亿元，同比分别增减11.00%/-13.09%/64.49%，其中宠物板块产品依旧保持高速增长。分渠道看，公司线上渠道(线上自营店、线上分销商、社区电商平台)/线下渠道(线下分销商、企业及团体客户、海外分销商、立白渠道代工业务)2024年分别营收6.71/11.49亿元，同比分别增长22.06%/7.81%。该行续指，产品端该行看好公司切入宠物行业带来的辽阔增长空间；渠道端认为公司线上线下齐头并进的全渠道覆盖策略有望实现多维度的增长。预计公司2025-2027年营业收入分别为20.13/22.16/24.21亿元，归净利润分别为2.27/2.50/2.75亿元，对应EPS分别为0.17/0.19/0.21元/股，当前股价对应PE分别为11.60/10.53/9.56。给予“买入”评级。

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