研报掘金丨中邮证券:三元股份短期需求承压,经营质量不断改善

格隆汇
Jun 25, 2025

中邮证券研报指出,三元股份持续推进机构改革,进一步优化职能,通过内部竞聘、市场化选聘等多种方式选用管理人员。改革后,公司总部部门从21个调整为14个,总部人员减幅46%。进一步优化资产结构,报告期内公司完成收购三元梅园股权,保全老字号品牌、北京市非物质文化遗产价值,培育优良赛道。目前,三元梅园门店达100家,扭转亏损历史,发展势头良好。完成艾莱发喜小股东5%股权退出,实现公司全资持股,进一步加大对重点培育单元冰淇淋业务的投资力度。多元渠道持续深化,全面优化客户结构,健全分销体系。深耕京津冀优势渠道,持续拓展兴趣电商、即时电商等新零售渠道。三元新鲜购线上社区团购、三元新鲜GO奶站、兴趣电商等渠道均有良好表现。公司2025年经营目标为力争在2024年营业收入基础上实现增长。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10