高盛发表研究报告,预料统一企业中国(00220.HK) 第三季销售将按年维持大致平稳,受惠于产品组合升级及审慎具弹性的投放,有助部分抵销成本压力,相信利润率具韧性。惟高盛预期,饮料业务仍将受到疲弱消费情绪及7月至8月不利天气因素拖累,当中奶茶料仍为主要增长动力,即饮茶及果汁则继续面对竞争;高端化及更理性的竞争环境下,方便面料延续上半年增长趋势。该行将统一2026至2028年销售预测下调1%至2%,...
Source Link高盛发表研究报告,预料统一企业中国(00220.HK) 第三季销售将按年维持大致平稳,受惠于产品组合升级及审慎具弹性的投放,有助部分抵销成本压力,相信利润率具韧性。惟高盛预期,饮料业务仍将受到疲弱消费情绪及7月至8月不利天气因素拖累,当中奶茶料仍为主要增长动力,即饮茶及果汁则继续面对竞争;高端化及更理性的竞争环境下,方便面料延续上半年增长趋势。该行将统一2026至2028年销售预测下调1%至2%,...
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