A股異動 | 食品飲料板塊走強 三隻松鼠(300783.SZ)盤中一度漲停
格隆匯4月22日丨食品飲料板塊走強,三隻松鼠(300783.SZ)盤中一度漲停,現漲幅收窄至15.63%;良品鋪子、甘源食品漲超8%,品渥食品漲超5%。消息面上,三隻松鼠披露一季報,期內實現營業總收入36.7億,同比增長7.6%;實現歸母淨利潤3.2億,同比增長67.6%。民生證券發研報指,雖然公司估值高於休閒食品板塊平均水平,但考慮到公司成長性依然優異,且更加聚焦於費用精準投放有望帶動利潤端彈性顯著釋放,維持“推薦”評級。國泰君安亦指公司積極拓展社交電商渠道,優化渠道結構,全渠道佈局疊加新品牌發力有望拉動收入增速回升,減少無效投放促盈利逐步改善,維持“增持”評級。

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