百亞股份(003006.SZ):預期電商渠道收入在2024年1季度將延續以往增長態勢
格隆匯1月22日丨百亞股份(003006.SZ)披露投資者關係活動記錄表顯示,2023年公司電商業務增長較快,尤其在下半年,公司品牌資源投入加大,益生菌產品在抖音渠道形成業務突破。公司品牌資源加大投放,帶動了抖音直播和其他平台電商的業務增長,抖音、拼多多、天貓和京東等電商平台均實現了較快增長。我們預期電商渠道收入在2024年1季度將延續以往增長態勢,同時隨着線上品牌和流量費用投放效果的優化,2024年電商渠道盈利能力將逐步提升。
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