珍酒李渡(06979.HK)：预计1H24经营稳健推进延续利润率提升趋势 2H24预计环比加速增长

中金公司07-20

预测1H24 调整后净利润同比增长20%以上我们预计公司1H24 收入同比增长15-18%，调整后净利润同比增长20%以上。上半年收入完成全年目标的48-49%，经营稳健推进，且2H24 有望环比加速增长。关注要点1H24 收入稳健增长，利润率提升趋势延续。我们预计今年一季度在低基数及春节动销旺盛下同比增速较高，二季度增速环比回落，但收入仍实现同比双位数增长。分品牌看，我们预计1H24 珍酒为集团...

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珍酒李渡(06979.HK)：预计1H24经营稳健推进 延续利润率提升趋势 2H24预计环比加速增长

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珍酒李渡(06979.HK)：预计1H24经营稳健推进延续利润率提升趋势 2H24预计环比加速增长