里昂发表报告指,统一企业中国(00220.HK) 上半年销售额按年增长1.4%,大致符合预期,但毛利率优于预期,带动利润表现超预期。推算2026年第二季收入按年录得低单位数跌幅,第二季纯利按年下跌3%。7月饮料销售按年跌幅收窄,方便面销售按年增长则加速。该行预期整体饮料需求自5月起的疲弱趋势将持续,尽管公司表现已优于市场。考虑到饮料分部疲弱,下调收入预测,但因PET压力减缓而调高利润率预测;纯利...
Source Link里昂发表报告指,统一企业中国(00220.HK) 上半年销售额按年增长1.4%,大致符合预期,但毛利率优于预期,带动利润表现超预期。推算2026年第二季收入按年录得低单位数跌幅,第二季纯利按年下跌3%。7月饮料销售按年跌幅收窄,方便面销售按年增长则加速。该行预期整体饮料需求自5月起的疲弱趋势将持续,尽管公司表现已优于市场。考虑到饮料分部疲弱,下调收入预测,但因PET压力减缓而调高利润率预测;纯利...
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