(以下内容从中国银河《食品饮料行业25Q3业绩总结专题报告(非酒类):增速环比放缓,但恢复趋势不变》研报附件原文摘录)核心观点业绩总结:25Q3收入增速环比放缓,但不改24Q3以来的恢复趋势。1)整体来看,25Q3非酒板块收入同比+0.3%,增速环比略有放缓,我们认为与宏观需求增速放缓以及餐饮消费政策有关,但不改24Q3以来的基本面恢复趋势。25Q3扣非归母净利润同比-2.1%,预计主要系成本红利...
Source Link(以下内容从中国银河《食品饮料行业25Q3业绩总结专题报告(非酒类):增速环比放缓,但恢复趋势不变》研报附件原文摘录)核心观点业绩总结:25Q3收入增速环比放缓,但不改24Q3以来的恢复趋势。1)整体来看,25Q3非酒板块收入同比+0.3%,增速环比略有放缓,我们认为与宏观需求增速放缓以及餐饮消费政策有关,但不改24Q3以来的基本面恢复趋势。25Q3扣非归母净利润同比-2.1%,预计主要系成本红利...
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