投资要点:事件:公司披露2025 年半年报,根据公司公告,2025H1 公司实现营业收入170.87 亿,同比增长10.6%,归母净利润12.87 亿,同比增长33.2%。公司业绩超预期。投资评级与估值:由于白砂糖等原材料价格下降,产能利用率提升以及费用优化,上调盈利预测,预计2025~2027 年公司分别实现归母净利润23.15、25.79、28.43 亿(前次为20.7、22.8、25.0 亿...
Source Link投资要点:事件:公司披露2025 年半年报,根据公司公告,2025H1 公司实现营业收入170.87 亿,同比增长10.6%,归母净利润12.87 亿,同比增长33.2%。公司业绩超预期。投资评级与估值:由于白砂糖等原材料价格下降,产能利用率提升以及费用优化,上调盈利预测,预计2025~2027 年公司分别实现归母净利润23.15、25.79、28.43 亿(前次为20.7、22.8、25.0 亿...
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