业绩预增主要来源于食品、调味业务。莲花控股表示，公司坚持“品牌复兴战略”，持续优化营销网络布局，巩固并扩大调味品业务竞争优势。2024年前三季度，公司商超等连锁渠道拓展取得突破，新零售业务快速增长，调味品销量和销售收入实现较大幅度增长。同时，公司推进体制机制改革，进一步激发组织活力和动力，促进供应链降本增效，销售净利率同比提升。①Lotus Holding announced today that the company's net income attributable to shareholders for the first three quarters is expected to be 0.16 billion-0.17 billion yuan, a year-on-year increase of over sixty percent; ②Looking at the quarterly performance, Lotus Holding has maintained a growth in net income for four consecutive quarters, with the net income in the third quarter of 2024 possibly reaching a new quarterly profit high in nearly three years; ③Currently, MSG and other amino acid condiments remain the company's main business, while the computing power business is still in a loss-making stage.
Financial联社 reported on October 15th (Reporter Zhang Chenjing) that thanks to the expansion of sales channels, the company's new retail business is growing rapidly, with Lotus Holding (600186.SH) expecting a net profit increase of over sixty percent in the first three quarters.
According to the company's third quarter forecast released tonight, the net profit attributable to the shareholders of the listed company in the first three quarters of 2024 is expected to be 0.16 billion-0.17 billion yuan, compared to 94.5928 million yuan in the same period last year. Looking at the quarters, Lotus Holding has maintained a growth in net income for four consecutive quarters, with the net income in the third quarter of 2024 estimated to exceed 59 million yuan or reach a new high in quarterly profit in nearly three years.
The performance increase mainly comes from the food and seasoning business. Lotus Holding stated that the company adheres to the "brand revitalization strategy," continuously optimizes the marketing network layout, and consolidates and expands the competitive advantage of the condiment business. In the first three quarters of 2024, the company made breakthroughs in expanding chain channels like supermarkets, with fast growth in new retail business, significant increase in condiment sales volume and revenue. At the same time, the company is advancing institutional reform to further stimulate organizational vitality and promote supply chain cost reduction and efficiency improvement, leading to a year-on-year increase in sales net margin.
Public information shows that Lotus Holding's products mainly include MSG, chicken essence, and other seasonings, flour, noodles, bread crumbs and other flour products, rice, seasoning sauce, edible oil, starch, sugar substances, mineral water, etc.
To seek new growth opportunities, Lotus Holding announced a cross-border move into the computing power sector in 2023 amidst external doubts. The progress of the computing power business has become a key focus for investors.
However, currently MSG and other amino acid condiments remain the company's main business, while the computing power business is still in a loss-making stage. As of August this year, due to high equipment depreciation and interest expenses, Lotus Purple Star is still in a loss-making state, with uncertainties about whether it can turn a profit for the full year. According to the company's latest announcement regarding the progress of the transformation into the computing power business, no new contracts for computing power server purchases have been signed by the end of September.
It is worth mentioning that Lotus Holding's stock price has recently seen four consecutive increases. After hitting a new low for nearly a year on September 18th, the stock price has risen by nearly 50%, currently trading at 4.36 yuan per share.
