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研報掘金丨中郵證券:三元股份短期需求承壓,經營質量不斷改善
格隆匯 06-25 17:14

中郵證券研報指出,三元股份持續推進機構改革,進一步優化職能,通過內部競聘、市場化選聘等多種方式選用管理人員。改革後,公司總部部門從21個調整為14個,總部人員減幅46%。進一步優化資產結構,報吿期內公司完成收購三元梅園股權,保全老字號品牌、北京市非物質文化遺產價值,培育優良賽道。目前,三元梅園門店達100家,扭轉虧損歷史,發展勢頭良好。完成艾萊發喜小股東5%股權退出,實現公司全資持股,進一步加大對重點培育單元冰淇淋業務的投資力度。多元渠道持續深化,全面優化客户結構,健全分銷體系。深耕京津冀優勢渠道,持續拓展興趣電商、即時電商等新零售渠道。三元新鮮購線上社區團購、三元新鮮GO奶站、興趣電商等渠道均有良好表現。公司2025年經營目標為力爭在2024年營業收入基礎上實現增長。

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