8月7日,红星冷链(01641)发布公告,公司预计2026年上半年净利润约900万元至1000万元,同比下降约74%至77%。 对于净利下滑,红星冷链提及三点因素: 一是宏观经济压力及行业去库存:在宏观经济放缓的背景下,终端客户的需求仍然疲弱。同时,新鲜及冷冻猪肉产品持续的价格倒挂现象(即冷冻产品的库存成本超出当前现货市场价格),压缩了冷冻产品交易商的套利机会。此导致全行业的仓储需求出现萎缩。...
Source Link8月7日,红星冷链(01641)发布公告,公司预计2026年上半年净利润约900万元至1000万元,同比下降约74%至77%。 对于净利下滑,红星冷链提及三点因素: 一是宏观经济压力及行业去库存:在宏观经济放缓的背景下,终端客户的需求仍然疲弱。同时,新鲜及冷冻猪肉产品持续的价格倒挂现象(即冷冻产品的库存成本超出当前现货市场价格),压缩了冷冻产品交易商的套利机会。此导致全行业的仓储需求出现萎缩。...
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