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研報掘金丨中郵證券:維持東鵬飲料“買入”評級,24年業績預吿符預期
格隆匯 01-22 15:52

中郵證券研報指出,東鵬飲料(605499.SH)2024年業績預吿符合預期,現金流超預期,維持“買入”評級。公司在夯實東鵬特飲基本盤,持續保持穩健增長的基礎上,積極探索多品類發展,培育新的增長點,為公司的持續增長注入了新的活力。從披露的業績預吿來看,公司的業績增長中樞水平符合預期,銷售收現超預期,反映出公司動銷較好且經銷商打款積極性較強。從銷售收現的表現來看,預計單四季度公司合同負債/預收有望實現可觀的同比/環比增長,25Q1的收入業績有望錄得較好增長表現。

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