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洋河股份(002304.SZ)逼近漲停 一季度業績超預期
格隆匯 04-29 10:45
格隆匯4月29日丨昨晚公佈業績的洋河股份今日盤中一度逼近漲停,現漲8.32%報99.57元,暫成交9.8億元,最新總市值1500億元。財報顯示,2019年營收231.26億元,同比下降4.28%;歸母淨利潤73.83億元,同比下降9.02%。其中2019Q4營收20.29億元,同比下降36.49%;歸母淨利潤2.36億元,同比下降78.03%。2020Q1營收92.68億元,同比下降14.89%;歸母淨利潤40.02億元,同比微降0.46%。業內人士普遍認為一季度業績超預期。民生證券指出,19H2主動去渠道庫存動作拖累全年收入及業績表現,產品結構仍持續上行;受疫情衝擊20Q1收入下滑,公允價值損益增厚業績,維持推薦評級。光大證券指出,2019年深度調整,2020年將輕裝上陣,公允價值變動收益貢獻2020Q1利潤,產品升級正穩步推進,維持買入評級。
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