核心观点25Q1 业绩短期承压，Q2 业绩有望边际改善。 25Q1 营业总收入143 亿元，同比-0.1%，归母净利润11.4 亿元，同比-10.6%，利润表现略低于市场预期。 25Q1 肉制品营收 55.8 亿元，同比-17.8%，主要系25Q1 肉制品终端消费拉动不足、新渠道增量未能弥补传统渠道下降、Q1 客户和终端去库存。25Q2 预计随着市场专业化改革的推进以及渠道补库，公司肉制品销量将...
Source Link核心观点25Q1 业绩短期承压，Q2 业绩有望边际改善。 25Q1 营业总收入143 亿元，同比-0.1%，归母净利润11.4 亿元，同比-10.6%，利润表现略低于市场预期。 25Q1 肉制品营收 55.8 亿元，同比-17.8%，主要系25Q1 肉制品终端消费拉动不足、新渠道增量未能弥补传统渠道下降、Q1 客户和终端去库存。25Q2 预计随着市场专业化改革的推进以及渠道补库，公司肉制品销量将...
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