A股異動 | 光明乳業漲7% 3Q收入增速高於行業 業績超預期
格隆匯11月1日丨光明乳業(600597.SH)現漲7.53%,報15元,總市值184億元,股價創超4個月新高。光明乳業29日發佈2021年三季報,前三季度實現營收220.57億元,同比增加17.68%,歸母淨利潤4.45 億元,同比增加3.06%。Q3單季實現營收77.93億元,同比增18.25%,歸母淨利潤1.84 億元,同比增加55.85%。中金髮研報稱,21年液態奶表現優於行業,新萊特收入復甦。3Q公司液態奶收入同增13%,增勢穩健且表現優於行業,該行認為主要由於:(1)巴氏奶行業依舊保持較快增長;(2)公司外地市場經銷商業務拓展較好,3Q外地市場經銷商數量環比增加92 家,外地市場/上海收入分別同增27%/2%,經銷商/直營收入分別同增22%/7%。而4Q業績或延續改善趨勢,全年業績有望增長穩健。該行上調目標價6.5%至16.5元,維持跑贏行業評級。

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