研報掘金丨國信證券:金龍魚多元化發展值得期待,維持“買入”評級
國信證券日前研報指出,儘管金龍魚(300999.SZ)廚房食品、飼料原料和油脂科技產品的銷量在2023年遭到挫折,但預計在國內經濟逐漸恢復的背景下,2024Q1公司廚房食品、飼料原料和油脂科技產品的銷量有望較上年同期均增長。尤其是廚房食品業務,在產品價格較上年同期有所下降的情況下,仍然實現了銷量利潤的雙增。研報認為,公司作為廚房食品龍頭,多元化發展值得期待,雖然面臨餐飲及食品工業渠道產品市場需求不振、競爭激烈及副產品價格低迷等挑戰,但經濟向好和養殖回暖有望帶動需求改善。維持“買入”評級。
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