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十月稻田(9676.HK)預期全年收入增長,經調整淨利潤首度下滑
格隆匯 03-01 11:50
日前,十月稻田發佈盈利預警公吿稱,預期2023年收入實現同比增長;受整體市場環境變化、消費者信心下降及自然災害等影響,經調整淨利潤(非國際財務報吿準則計量)同比下降45%以上。整體來看,十月稻田的收入在高增速基礎上延續增長勢頭,經調整淨利潤首度出現下滑。2020年-2022年,其收入的複合年增長率達到39.57%,經調整淨利潤分別為2.21億元、2.59億元、3.64億元,連續三年實現盈利;2023年第一季度,其經調整淨利潤為7789.6萬元,同比增長23.84%。而公司擁有優質基本面支撐,短期業績波動或許不改其長期成長趨勢。十月稻田主要從事預包裝優質大米、雜糧、豆類及乾貨產品的生產和銷售。根據弗若斯特沙利文的資料,2022年,按中國大米、雜糧、豆類及籽類市場各個有關渠道的收入計,十月稻田保持最大的市場份額;同時,其也是中國廚房主食食品收入前五名中,2020-2022年收入的年複合增長率最快的企業。另值得注意的是,按照最新發布的檢討名單所示,十月稻田新晉成為恒生綜合指數成分股,變動將於2024年3月4日起生效。
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