研報掘金丨國信證券:維持雙匯發展“優於大市”評級,保持現金高分紅
國信證券研報指出,雙匯發展(000895.SZ)2024年歸母淨利同比承壓,生鮮利潤下滑、肉製品利潤增長。展望2025年,公司計劃繼續推進網點開發,加強營銷創新,實施肉製品市場專業化運作,加強生鮮品擴鮮銷、拓網絡、上規模,加快養殖業整改提盈利,整體經營預計有望實現穩步發展。公司在預製菜新業務領域具備原料優勢、加工優勢、渠道優勢,具備良好的發展基礎,有望進一步增厚公司盈利能力。公司是國內屠宰行業龍頭,保持現金高分紅。維持“優於大市”評級。
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