高盛研究报告表示,中国飞鹤(06186.HK) 今年上半年销售额、净利润按年下降9.4%、47%,公司进一步下调全年销售指引至210亿元人民币(含增值税)或约190亿元人民币(扣除增值税,意味按年下降双位数),因第三季度继续去库存及延迟推出超高端产品。高盛表示,虽然认可公司在产品组合优化、线上增长更具韧性及婴幼儿配方奶粉毛利率稳定的努力,但预期至2025年底将进一步去库存,并需增加营销投入以重夺...
Source Link高盛研究报告表示,中国飞鹤(06186.HK) 今年上半年销售额、净利润按年下降9.4%、47%,公司进一步下调全年销售指引至210亿元人民币(含增值税)或约190亿元人民币(扣除增值税,意味按年下降双位数),因第三季度继续去库存及延迟推出超高端产品。高盛表示,虽然认可公司在产品组合优化、线上增长更具韧性及婴幼儿配方奶粉毛利率稳定的努力,但预期至2025年底将进一步去库存,并需增加营销投入以重夺...
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