星展发表研究报告指出,万洲国际(00288.HK) 在中国市场趋稳,销量复苏。预计万洲2025年第四季度包装肉销量将实现低单位数增长,优于前几个季度,主要得益于拓展专业经销商及新兴零售渠道。平均售价可能因推出更多实惠产品而按年略有下降,但在猪肉成本降低的情况下,每吨盈利能力预计大体保持稳定。2026年,管理层目标实现中单位数销量增长,价差改善和产品结构优化将支持利润增长。美国市场方式,势头延续。...
Source Link星展发表研究报告指出,万洲国际(00288.HK) 在中国市场趋稳,销量复苏。预计万洲2025年第四季度包装肉销量将实现低单位数增长,优于前几个季度,主要得益于拓展专业经销商及新兴零售渠道。平均售价可能因推出更多实惠产品而按年略有下降,但在猪肉成本降低的情况下,每吨盈利能力预计大体保持稳定。2026年,管理层目标实现中单位数销量增长,价差改善和产品结构优化将支持利润增长。美国市场方式,势头延续。...
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