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研報掘金丨羣益證券:伊利股份全年有望實現穩健發展 予“增持”評級
格隆匯 04-28 15:58
格隆匯4月28日丨羣益證券28日研報稱,伊利股份(600887.SH)2022年錄得淨利潤94.3億,同比增8.3%;2023Q1錄得淨利潤36.2億,同比增2.7%。公司液態類乳品零售額市佔率為33.4%,穩居細分市場第一;併購澳優以後,嬰幼兒配方奶粉零售額同比提升5個百分點至12.4%,躍居市場第二;成人奶粉零售鵝市佔率為25.3%,居市場第一;奶酪業務市場份額同比提升3.5個百分點;冷飲業務市佔率穩居第一。1Q末合同負債餘額58.1億,同比增13%,隨着消費市場持續復甦,公司全年有望實現穩健發展。該行給予公司“增持”評級及目標價35元。
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