摩根士丹利发表研究报告指,康师傅(00322.HK) 目标在2026年,其面品及饮品业务销售额均录得低至中单位数增长。利润率扩张仍是关键策略目标,但鉴于宏观不确定性导致原材料成本波动,管理层对全年盈利增长轨迹持审慎态度。管理层提到,2026年上半年业绩确定性较高,盈利增长预期快于收入增长,因原材料成本已锁定至5月。1月至2月销售趋势大致符预期,但碳酸饮料销售受竞争影响。全年盈利增长高度依赖PET及...
Source Link摩根士丹利发表研究报告指,康师傅(00322.HK) 目标在2026年,其面品及饮品业务销售额均录得低至中单位数增长。利润率扩张仍是关键策略目标,但鉴于宏观不确定性导致原材料成本波动,管理层对全年盈利增长轨迹持审慎态度。管理层提到,2026年上半年业绩确定性较高,盈利增长预期快于收入增长,因原材料成本已锁定至5月。1月至2月销售趋势大致符预期,但碳酸饮料销售受竞争影响。全年盈利增长高度依赖PET及...
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