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中邮证券4月26日发布研报称,给予中炬高新(600872.SH)买入评级。评级理由主要包括:1)美味鲜公司管理层改组后焕新发力,Q1营收实现双位数增长,利润增长改善更为显著;2)公司产品端聚焦核心大单品酱油、鸡精鸡粉,实现双位数增长,而毛利率较低的食用油业务未来占比预计持续减少;3)主要原料采购模式优化带来成本改善、产品结构优化/减少低毛利率产品占比、生产端能耗有效管理等,助力公司Q1毛利率增长显著。(每日经济新闻)

China Post Securities released a research report on April 26 stating that it gave Zhongju Hi-Tech (600872.SH) a purchase rating. The main reasons for the rating include: 1) the management of Delicious Fresh Company achieved double-digit growth after the r

Zhitong Finance ·  Apr 26 08:59
China Post Securities released a research report on April 26 stating that it gave Zhongju Hi-Tech (600872.SH) a purchase rating. The main reasons for the rating include: 1) the management of Delicious Fresh Company achieved double-digit growth after the restructuring, and the improvement in profit growth was more significant; 2) the company's product side focused on the core single product soy sauce and chicken powder to achieve double-digit growth, while the share of the edible oil business with low gross margin is expected to continue to decrease in the future; 3) optimization of the main raw material procurement model brought about cost improvements, product structure optimization/reduction in the proportion of products with low gross margin, effective management of energy consumption on the production side, etc., which helped the company increase significantly in Q1 gross margin. (Mainichi Keizai Shimbun)

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