预计1H25 盈利同比增长15%我们预计公司1H25 收入下滑2%，其中面和饮料下滑幅度相近，我们预计1H25 盈利同比增长15%，略好于市场预期，主要由于提价及原材料价格下降带来的毛利率提升幅度好于预期。关注要点上半年受提价影响份额短期承压。我们预计1H25 公司方便面和饮料业务同比下滑幅度均在2%左右，其中方便面主要由于去年7 月经典系列提价导致份额承压，叠加宏观消费环境偏弱，3 月起方便面...
Source Link预计1H25 盈利同比增长15%我们预计公司1H25 收入下滑2%，其中面和饮料下滑幅度相近，我们预计1H25 盈利同比增长15%，略好于市场预期，主要由于提价及原材料价格下降带来的毛利率提升幅度好于预期。关注要点上半年受提价影响份额短期承压。我们预计1H25 公司方便面和饮料业务同比下滑幅度均在2%左右，其中方便面主要由于去年7 月经典系列提价导致份额承压，叠加宏观消费环境偏弱，3 月起方便面...
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