我们预计公司2Q25 可比口径营业利润同比低双位数增长我们预计万洲国际可比口径下2Q24 经营利润同比有望低双位数增长(即剔除2Q24 美国业务中政府补助影响),符合市场预期。关注要点中国业务:我们预计2Q25 肉制品销量同比回稳,养殖业务减亏较明显。1)肉制品:我们预计2Q25 销量同比回稳、吨利受益于成本下降有望同比有所提高。据全国商超数据2025 年4-5 月份肉制品行业GMV同比-3%,...
Source LinkDisclaimer: 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.