花旗发表研究报告,预期安井食品(02648.HK) 次季收入将恢复中单位数增长,相比起首季则按年下跌4%。虽然公司4月实现中高十位数的强劲复苏,但该行料5月增速将放缓至高单位数,6月销售额则按年持平。销售放缓主要因餐饮市场需求疲软,特别是受5月底起公务宴请禁酒令与奢华餐饮限制影响。在价格竞争加剧、促销与回扣增加下,该行料次季毛利率将持续按年下滑,净利润按年录中单位数跌幅。基于需求转弱与竞争加剧,...
Source Link花旗发表研究报告,预期安井食品(02648.HK) 次季收入将恢复中单位数增长,相比起首季则按年下跌4%。虽然公司4月实现中高十位数的强劲复苏,但该行料5月增速将放缓至高单位数,6月销售额则按年持平。销售放缓主要因餐饮市场需求疲软,特别是受5月底起公务宴请禁酒令与奢华餐饮限制影响。在价格竞争加剧、促销与回扣增加下,该行料次季毛利率将持续按年下滑,净利润按年录中单位数跌幅。基于需求转弱与竞争加剧,...
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