蒙牛乳业(2319.HK)2024年年报点评:减值压力释放 业绩弹性可期

国元证券
Apr 01, 2025

事件公司公告2024 年年报。2024 年,公司实现总收入886.75 亿元(-10.09%),归母净利1.05 亿元(-97.83%)。公司拟每股派发股息0.509 元,合计派发现金股利19.94 亿元,分红比例为45%(剔除贝拉米相关减值及递延所得税影响、以及现代牧业商誉减值影响后的利润作为分红基础)。H2 液态奶、奶粉收入降幅缩窄,冰淇淋、奶酪业务恢复增长2024 年,公司液态奶、冰淇淋、...

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