研報掘金丨中郵證券:予妙可藍多“買入”評級,Q2收入預計實現正增長
中郵證券研報指出,妙可藍多利潤略超預期,Q2收入預計實現正增長。25Q2公司確認股權激勵相關費用為1868.69萬元,若不考慮股權激勵費用,25Q2公司歸母淨利潤預計同比增長56.22%-131.88%。從奶酪棒單品驅動走向全品類驅動,BC端一齊發力。二季度公司推出新品雲朵芝士和奇炫奶酪棒,5月份新品牛肉+再製奶酪進入山姆,同時B端與茉莉奶白和古茗茶飲合作推出新品,逐步構建起更加均衡的業務結構。二季度公司正式成為奧林匹克官方合作伙伴,加大品宣力度。給予“買入”評級。
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