貴州茅台跌超2%!Q3營收不及預期,遭中金下調今明年盈利預期
格隆匯10月25日丨貴州茅台午後一度短線跳水跌超2%至1861.72元,市值2.34萬億元。茅台上週五晚公佈業績顯示,Q3營收263.32億元,同比增10.0%,歸母淨利126.12億元,同比增12.4%。中金稱,茅台三季度收入略低於預期,主因7-8月份茅台酒直銷平台發貨節奏偏慢,以及雙節旺季公司保障飛天供應,非標發貨同比下滑;公司加強了低毛利醬香系列酒的營銷推廣,拖累總體毛利。中金下調茅台今年盈利預測3.2%至516.8億元,下調明年盈利預測3.7%至606.6億元;維持2486元的目標價及跑贏行業評級。
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