603369 今世缘
已收盘 05-06 15:00:00
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今世缘2023年报&2024年一季报点评:高质发展迈向双百亿
华安证券 · 05-06 22:07
今世缘2023年报&2024年一季报点评:高质发展迈向双百亿
华安证券:给予今世缘买入评级
证券之星 · 05-06 20:55
华安证券:给予今世缘买入评级
今世缘加入白酒百亿阵营,2025年挑战营收150亿丨年报拆解
地产k线 · 05-06 16:32
今世缘加入白酒百亿阵营,2025年挑战营收150亿丨年报拆解
国元证券:给予今世缘买入评级
证券之星 · 05-06 10:47
国元证券:给予今世缘买入评级
太平洋:给予今世缘买入评级,目标价位70.15元
证券之星 · 05-06 10:47
太平洋:给予今世缘买入评级,目标价位70.15元
今世缘4月30日遭北向资金减持80.68万股
自选股智能写手 · 05-06 09:30
今世缘4月30日遭北向资金减持80.68万股
今世缘获国信证券买入评级
金融界 · 05-06 09:14
今世缘获国信证券买入评级
必选消费行业专题研究-白酒综述:韧性凸显 分化延续
华泰证券股份有... · 05-06 00:00
必选消费行业专题研究-白酒综述:韧性凸显 分化延续
白酒行业2023年报及2024年1季报总结:业绩坚挺 行稳致远
广发证券股份有... · 05-05 16:22
白酒行业2023年报及2024年1季报总结:业绩坚挺 行稳致远
今世缘获中泰证券买入评级,维持“买入”评级
金融界 · 05-03
今世缘获中泰证券买入评级,维持“买入”评级
中泰证券:给予今世缘买入评级
证券之星 · 05-03
中泰证券:给予今世缘买入评级
营收破百亿,今世缘剑指次高端:600元价格带突围不易
华夏时报网 · 05-01
营收破百亿,今世缘剑指次高端:600元价格带突围不易
今世缘(603369):实现百亿 蓄力新目标
国泰君安证券股... · 05-01
今世缘(603369):实现百亿 蓄力新目标
今世缘获国海证券买入评级,百亿再出发,勇攀新高峰
金融界 · 05-01
今世缘获国海证券买入评级,百亿再出发,勇攀新高峰
今世缘(603369):业绩符合预期 百亿之后再攀高峰
华西证券股份有... · 04-30
今世缘(603369):业绩符合预期 百亿之后再攀高峰
今世缘(603369)2023年年报&2024年一季报点评:后百亿蓄力释能,扩张路径清晰
民生证券 · 04-30
今世缘(603369)2023年年报&2024年一季报点评:后百亿蓄力释能,扩张路径清晰
山西证券:给予今世缘买入评级
证券之星 · 04-30
山西证券:给予今世缘买入评级
今世缘(603369)3月31日股东户数3.1万户,较上期减少32.41%
证券之星 · 04-30
今世缘(603369)3月31日股东户数3.1万户,较上期减少32.41%
今世缘获国投证券买入评级,6个月目标价为85元
金融界 · 04-30
今世缘获国投证券买入评级,6个月目标价为85元
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公司概况
公司名称:
江苏今世缘酒业股份有限公司
所属行业:
酒、饮料和精制茶制造业
上市日期:
2014-07-03
主营业务:
江苏今世缘酒业股份有限公司主营业务为白酒生产和销售,现有“国缘”“今世缘”和“高沟”三大白酒品牌,其中,“国缘”“今世缘”是“中国驰名商标”,“高沟”是“中华老字号”。公司“清雅酱香型”白酒酿造工艺项目通过专家鉴定,达到国际领先水平。公司建立质量透明溯源管理系统,成为江苏省食品生产企业电子追溯系统首批九家重点示范企业之一,是国家重点监管产品电子溯源技术应用研究及示范参与单位,实现全过程质量溯源管控。
发行价格:
16.93
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22:07","pubTimestamp":1715004453,"startTime":"0","endTime":"0","summary":"今世缘主要观点:公司发布2023和2024Q1业绩:24Q1:营业总收入46.71亿元,归母15.33亿元,扣非15.25亿元。23年报与24一季报均符合市场预期。我们预计核心产品中,淡雅仍保持较高增速;V3同比增速预计高于30%;四开在去年蓄势后,同比增速预计略有向上;对开仍维持稳健增长。盈利端:盈利能力稳定23全年公司毛利率同比提升1.75pct,主要系产品结构升级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050622073787d8b384&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050622073787d8b384&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2433473717","title":"华安证券:给予今世缘买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2433473717","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2433473717?lang=zh_cn&edition=full","pubTime":"2024-05-06 20:55","pubTimestamp":1715000133,"startTime":"0","endTime":"0","summary":"华安证券股份有限公司邓欣,陈姝近期对今世缘进行研究并发布了研究报告《今世缘2023年报&2024年一季报点评:高质发展迈向双百亿》,本报告对今世缘给出买入评级,当前股价为56.98元。23年报与24一季报均符合市场预期。 24Q1公司收入延续稳健增长趋势。最新盈利预测明细如下:该股最近90天内共有35家机构给出评级,买入评级31家,增持评级4家;过去90天内机构目标均价为73.92。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024050600026188.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2433536443","title":"今世缘加入白酒百亿阵营,2025年挑战营收150亿丨年报拆解","url":"https://stock-news.laohu8.com/highlight/detail?id=2433536443","media":"地产k线","top":-1,"share":"https://www.laohu8.com/m/news/2433536443?lang=zh_cn&edition=full","pubTime":"2024-05-06 16:32","pubTimestamp":1714984345,"startTime":"0","endTime":"0","summary":"瑞财经赵盼盼今世缘日前发布2023年年度业绩报告。报告显示,2023年今世缘实现营业收入100.98亿元,同比增长28.07%;归属于上市公司股东的净利润为31.36亿元,同比增长25.3%。今世缘在年报中表示,根据市场形势、锚定“2025年挑战营收150亿”的既定战略目标,结合2023经营绩效情况,公司确定2024年经营目标为总营收122亿元左右,净利润37亿元左右。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050616335887d7c2b1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050616335887d7c2b1&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2433601664","title":"国元证券:给予今世缘买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2433601664","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2433601664?lang=zh_cn&edition=full","pubTime":"2024-05-06 10:47","pubTimestamp":1714963663,"startTime":"0","endTime":"0","summary":"国元证券股份有限公司邓晖,朱宇昊近期对今世缘进行研究并发布了研究报告《今世缘2023年报及2024一季报点评:Q1业绩增22%,势能持续向上》,本报告对今世缘给出买入评级,当前股价为58.03元。 投资建议 我们预计公司24/25/26年归母净利为38.24/46.33/56.05亿元,增速21.94%/21.16%/20.96%,对应4月30日PE19/16/13倍,维持“买入”评级。最新盈利预测明细如下:该股最近90天内共有34家机构给出评级,买入评级30家,增持评级4家;过去90天内机构目标均价为74.58。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024050600005785.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2433460484","title":"太平洋:给予今世缘买入评级,目标价位70.15元","url":"https://stock-news.laohu8.com/highlight/detail?id=2433460484","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2433460484?lang=zh_cn&edition=full","pubTime":"2024-05-06 10:47","pubTimestamp":1714963639,"startTime":"0","endTime":"0","summary":"太平洋证券股份有限公司郭梦婕近期对今世缘进行研究并发布了研究报告《今世缘:一季度开门红顺利收官,开启后百亿征程》,本报告对今世缘给出买入评级,认为其目标价位为70.15元,当前股价为58.0元,预期上涨幅度为20.95%。最新盈利预测明细如下:该股最近90天内共有34家机构给出评级,买入评级30家,增持评级4家;过去90天内机构目标均价为74.58。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024050600005768.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2433195461","title":"今世缘4月30日遭北向资金减持80.68万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2433195461","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2433195461?lang=zh_cn&edition=full","pubTime":"2024-05-06 09:30","pubTimestamp":1714959028,"startTime":"0","endTime":"0","summary":"4月30日,北向资金减持今世缘80.68万股。截止当日收盘,沪股通共持有今世缘5627.93万股,占流通股4.48%。沪股通减持金额前五个股分别为国电南瑞、大秦铁路、贵州茅台、伊利股份、华泰证券。今世缘近5个交易日下跌1.93%,沪股通累计减持8.66万股;近20个交易日下跌2.13%,沪股通累计增持566.50万股。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050609345287d64542&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050609345287d64542&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2433466118","title":"今世缘获国信证券买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2433466118","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2433466118?lang=zh_cn&edition=full","pubTime":"2024-05-06 09:14","pubTimestamp":1714958059,"startTime":"0","endTime":"0","summary":"5月6日,今世缘获国信证券买入评级,近一个月今世缘获得9份研报关注。研报预计2024-2025年公司收入122.4/147.5亿元(前值为122.6/148.4亿元),同比+21.2%/+20.5%;归母净利润37.5/45.5亿元(前值为37.9/45.5亿元),同比+19.7%/+21.1%。研报认为,收入后百亿进程中,公司或将更加注重短期省内竞争变化和长期经营质量提升之间的权衡,省内国缘品牌势能仍然强劲,但今年或仍将保持费投水平应对竞争。公司年报确定2024年经营目标总营收122亿元左右,净利润37亿元左右。风险提示:需求复苏不及预期;行业竞争加剧;产业政策风险等。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050609142387d63624&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050609142387d63624&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2433641497","title":"必选消费行业专题研究-白酒综述:韧性凸显 分化延续","url":"https://stock-news.laohu8.com/highlight/detail?id=2433641497","media":"华泰证券股份有...","top":-1,"share":"https://www.laohu8.com/m/news/2433641497?lang=zh_cn&edition=full","pubTime":"2024-05-06 00:00","pubTimestamp":1714924800,"startTime":"0","endTime":"0","summary":"白酒:板块韧性凸显,行业延续分化CS 白酒23 年营收/扣非净利同比+16.5%/+18.3%,营收保持稳健增长;产品、渠道结构以及费用优化促扣非净利率同比+1.0pct。展望24 年,预计行业仍将保持稳步复苏的态势,淡旺季分化的特征预计将更为显著,随经济持续修复消费复苏也具备更强支撑。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050615283887d78816&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050615283887d78816&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2433833464","title":"白酒行业2023年报及2024年1季报总结:业绩坚挺 行稳致远","url":"https://stock-news.laohu8.com/highlight/detail?id=2433833464","media":"广发证券股份有...","top":-1,"share":"https://www.laohu8.com/m/news/2433833464?lang=zh_cn&edition=full","pubTime":"2024-05-05 16:22","pubTimestamp":1714897350,"startTime":"0","endTime":"0","summary":"2023&24Q1 概述:我们在之前的白酒三季报总结中提出“从动销角度看,白酒行业最差的时候或已过去,高端和地产酒业绩稳健”,2023 年报和2024 一季报延续之前的判断,在春节旺季的催化下,24Q1 高端白酒继续双位数增长。次高端: 2024Q1 单季度营收合计达188.7 亿元,同增14.2%。2023 全年次高端白酒在开局表现不利的情况下,表现出逐步恢复的过程。地产酒:地产酒2023 全年业绩均保持较快增长,其中古井贡酒、今世缘和迎驾贡酒收入增速均达20%以上。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050516223587d4140a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050516223587d4140a&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2432940881","title":"今世缘获中泰证券买入评级,维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2432940881","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2432940881?lang=zh_cn&edition=full","pubTime":"2024-05-03 16:14","pubTimestamp":1714724056,"startTime":"0","endTime":"0","summary":"5月3日,今世缘获中泰证券买入评级,近一个月今世缘获得8份研报关注。研报预计公司2024-2026年营业总收入为124、151、175亿元,同比增长23%、21%、16%;预计公司2024-2026年净利润为39、49、58亿元,同比增长24%、25%、20%。研报认为,公司锚定“2025年挑战营收150亿”的既定战略目标,2024年经营目标为总营收122亿元左右,净利润37亿元左右。根据公司2024年经营目标及2025年规划,同时考虑到江苏省内竞争烈度变大,行业增速放缓,我们调整盈利预测。风险提示:全球疫情持续扩散;消费升级不及预期;食品安全问题。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405031614188b6fc7ef&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405031614188b6fc7ef&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2432378944","title":"中泰证券:给予今世缘买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2432378944","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2432378944?lang=zh_cn&edition=full","pubTime":"2024-05-03 15:40","pubTimestamp":1714722032,"startTime":"0","endTime":"0","summary":"中泰证券股份有限公司范劲松,何长天,赵襄彭近期对今世缘进行研究并发布了研究报告《今世缘:跨过百亿,继续向前》,本报告对今世缘给出买入评级,当前股价为57.42元。维持“买入”评级。最新盈利预测明细如下:该股最近90天内共有34家机构给出评级,买入评级30家,增持评级4家;过去90天内机构目标均价为74.58。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024050300003325.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2432545262","title":"营收破百亿,今世缘剑指次高端:600元价格带突围不易","url":"https://stock-news.laohu8.com/highlight/detail?id=2432545262","media":"华夏时报网","top":-1,"share":"https://www.laohu8.com/m/news/2432545262?lang=zh_cn&edition=full","pubTime":"2024-05-01 15:40","pubTimestamp":1714549233,"startTime":"0","endTime":"0","summary":"去年12月底已高调宣布营收突破百亿大关的 今世缘 ,高增长势头依旧不减。营收从2018年的不到40亿元涨至2023年的100亿元,今世缘仅用了5年时间。跨越百亿大关背后2023年的今世缘收获满满,营收首次迈入百亿俱乐部。按产品价位划分档次,今世缘旗下产品包括出厂指导价300元以上的特A+类,100-300元的特A类;50-100元的A类等五大不同价格带的产品。欲占位次高端市场营收破百亿之后,今世缘对产品也出现了阶段性重点转移。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405011548128b693e36&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405011548128b693e36&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2432560588","title":"今世缘(603369):实现百亿 蓄力新目标","url":"https://stock-news.laohu8.com/highlight/detail?id=2432560588","media":"国泰君安证券股...","top":-1,"share":"https://www.laohu8.com/m/news/2432560588?lang=zh_cn&edition=full","pubTime":"2024-05-01 10:13","pubTimestamp":1714529598,"startTime":"0","endTime":"0","summary":"2023 年百亿目标完成,盈利能力稳定。2024Q1 稳健前行,蓄力新目标。2024Q1 分别实现营收、净利润分别对应同增22.8%、22.1%,符合预期,推测期内国缘雅系及V 系增速依旧领先,南下战略延续;2024Q1 末公司合同负债仍处于历史同期相对高位,新版四开逐步导入市场,渠道秩序相对稳定,蓄力新目标。看好今世缘竞争优势及份额提升。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405011013268b686def&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405011013268b686def&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2432370933","title":"今世缘获国海证券买入评级,百亿再出发,勇攀新高峰","url":"https://stock-news.laohu8.com/highlight/detail?id=2432370933","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2432370933?lang=zh_cn&edition=full","pubTime":"2024-05-01 00:14","pubTimestamp":1714493650,"startTime":"0","endTime":"0","summary":"2024年4月30日,今世缘获得国海证券的买入评级。在过去的一个月中,今世缘共获得7份研报关注。根据国海证券的研报预测,预计2024-2026年营业收入分别为124.36/150.76/181.48亿元,归母净利润分别为39.37/48.40/58.66亿元。国海证券表示,今世缘在业绩韧性凸显的同时,公司收入已突破百亿元。2024年是今世缘百亿再出发、勇攀新高峰的开局之年。研报认为短期内无需过度担忧省内竞争问题,继续看好今世缘未来成长的稳健性。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050100141287c488a0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050100141287c488a0&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431798344","title":"今世缘(603369):业绩符合预期 百亿之后再攀高峰","url":"https://stock-news.laohu8.com/highlight/detail?id=2431798344","media":"华西证券股份有...","top":-1,"share":"https://www.laohu8.com/m/news/2431798344?lang=zh_cn&edition=full","pubTime":"2024-04-30 20:33","pubTimestamp":1714480428,"startTime":"0","endTime":"0","summary":"特A 类产品表现亮眼,我们预计主因四开等核心单品地位稳固后,公司放开淡雅等产品销售所致。截止24Q1 公司合同负债余额为9.73亿元,后续业绩余量较为充足。24Q1 毛利率有所下滑,我们预计主因以淡雅为代表的特A 类产品较快增长摊薄毛利率水平。风险提示行业竞争加剧、市场扩展不及预期、消费复苏不及预期。此外,公司2022 年6 月因购买委托理财信披问题被江苏证监局出示警示函,特此提示风险。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043020335887c3c56f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043020335887c3c56f&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431761310","title":"今世缘(603369)2023年年报&2024年一季报点评:后百亿蓄力释能,扩张路径清晰","url":"https://stock-news.laohu8.com/highlight/detail?id=2431761310","media":"民生证券","top":-1,"share":"https://www.laohu8.com/m/news/2431761310?lang=zh_cn&edition=full","pubTime":"2024-04-30 19:17","pubTimestamp":1714475839,"startTime":"0","endTime":"0","summary":"事件:公司发布2023年年报及2024年一季报,23年实现营收100.98亿元,同比+28.07%;实现归母净利润31.36亿元,同比+25.30%。经销商层面,截至23年末,公司省内经销商净增加104家至499家;省外经销商净减少57家至562家;截至24Q1末,公司经销商合计1019家,省内/省外分别513/506家。公司加强品宣及消费者培育,23年销售费用率为20.76%,同比+3.14pcts;管理费用率为4.24%,同比+0.15pcts。24Q1毛利率为74.23%,同比-1.16pcts;净利率为32.81%,同比-0.20pcts,销售费用率为14.16%,同比-1.76pcts。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301930178b6612fe&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301930178b6612fe&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431397106","title":"山西证券:给予今世缘买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2431397106","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2431397106?lang=zh_cn&edition=full","pubTime":"2024-04-30 17:41","pubTimestamp":1714470096,"startTime":"0","endTime":"0","summary":"山西证券股份有限公司陈振志,周蓉近期对今世缘进行研究并发布了研究报告《23年圆满完成年度目标,24年开启后百亿时代》,本报告对今世缘给出买入评级,当前股价为57.42元。对应EPS3.03/3.63/4.42元,对应当前股价PE分别为20/16/13倍,维持“买入-A”投资评级。最新盈利预测明细如下:该股最近90天内共有30家机构给出评级,买入评级26家,增持评级4家;过去90天内机构目标均价为68.68。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024043000040952.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2431394415","title":"今世缘(603369)3月31日股东户数3.1万户,较上期减少32.41%","url":"https://stock-news.laohu8.com/highlight/detail?id=2431394415","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2431394415?lang=zh_cn&edition=full","pubTime":"2024-04-30 17:12","pubTimestamp":1714468337,"startTime":"0","endTime":"0","summary":"证券之星消息,近日今世缘披露,截至2024年3月31日公司股东户数为3.1万户,较12月31日减少1.49万户,减幅为32.41%。户均持股数量由上期的2.73万股增加至4.05万股,户均持股市值为237.4万元。在白酒行业个股中,今世缘股东户数低于行业平均水平,截至3月31日,白酒行业平均股东户数为11.38万户。从股价来看,2023年12月31日至2024年3月31日,今世缘区间涨幅为20.35%,在此期间股东户数减少1.49万户,减幅为32.41%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301719258b65a813&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301719258b65a813&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431395560","title":"今世缘获国投证券买入评级,6个月目标价为85元","url":"https://stock-news.laohu8.com/highlight/detail?id=2431395560","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2431395560?lang=zh_cn&edition=full","pubTime":"2024-04-30 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