研報掘金丨國信證券:牧原股份Q2業績表現優秀,維持“優大於市”評級
國信證券研報指出,牧原股份(002714.SZ)預計2024H1歸母淨利7-9億元,Q2業績表現優秀,成本下降穩步兑現。預計公司2024Q2歸母淨利盈利30.79-32.79億元,上年同期為虧損15.81億元,同比扭虧為盈。公司的管理優勢突出,2024Q2業績再次驗證公司的成本管理優勢,從業績兑現來看,其仍是行業確定性的首選標的。公司有望憑藉其養殖模式以及優秀的管理,保持或者再次拉大與行業的競爭優勢,強者恒強。公司是成本管理優秀的生豬養殖龍頭,維持“優大於市”評級。
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