摘要中信证券 财富管理与中信里昂研究观点一致。根据中信里昂研究在2026年3月8日发布的题为《Look forward》的报告,蒙牛在2025年销售额与调整后净利润基本符合投资者预期,中信里昂注意到市场似乎更关注其2026年销售表现及低基数下的复苏可能性。近期渠道调研显示2026年1-2月常温液态奶出货量实现中个位数增长。总体而言,研究指出若原奶价格企稳、液态奶需求改善及CPI回升,蒙牛利润反弹...
Source Link摘要中信证券 财富管理与中信里昂研究观点一致。根据中信里昂研究在2026年3月8日发布的题为《Look forward》的报告,蒙牛在2025年销售额与调整后净利润基本符合投资者预期,中信里昂注意到市场似乎更关注其2026年销售表现及低基数下的复苏可能性。近期渠道调研显示2026年1-2月常温液态奶出货量实现中个位数增长。总体而言,研究指出若原奶价格企稳、液态奶需求改善及CPI回升,蒙牛利润反弹...
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