珍酒李渡25H1业绩预告点评:下行期攻坚克难,多举措积极应对

东吴证券
Aug 07

事件:公司公告25H1盈利预告,预计2025上半年实现营收24-25.5亿元,同比下滑38.3-41.9%;实现归母净利5.7-5.8亿元,同比下滑23-24%;实现non-IFRS归母净利6.1-6.2亿元,同比下滑39-40%。25H1收入压力集中释放,经调整利润率同比基本保持稳定。①收入端,25H1收入同比明显下滑,主因高基数+周期下行+Q2场景冲击影响。我们估算25H1各子品牌同比均有承压...

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