有友食品获华鑫证券买入评级，短期利润承压，渠道转型正当时

金融界04-28

4月28日，有友食品获华鑫证券买入评级，近一个月有友食品获得1份研报关注。研报预计公司2024年大力拥抱平价连锁及发力新零售渠道。研报认为，由于新零售队伍建设所需的渠道成本提高/原材料成本维持高位，2024Q1毛利率同减2pcts至31.43%。2024Q1销售/管理费用率分别为11.76%/3.69%，分别同比+2pcts/-1pct，销售费用率同比提升，预计系品牌营销费用提高所致，2024年...

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