季度业绩前瞻 | 伊利股份：营收承压利润增，预测第四季度营业收入260.81~329.06亿元，同比变动-9.0%~14.8%

朝阳永续12-19 19:10

1.伊利股份第四季度业绩预期怎么样？截止2024年12月18日，根据朝阳永续季度业绩前瞻数据：预测营业收入260.81~329.06亿元，同比变动-9.0%~14.8%；预测净利润6.04~19.02亿元，同比变动-42.4%~81.4%。关注后续财报数据披露后能否超预期，朝阳永续A股季度业绩前瞻数据将为投资者提供业绩鉴定。2.伊利股份最新卖方观点诚通证券认为：伊利股份三季度营收增速下滑但降幅收窄...

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It is predicted that the operating income in the fourth quarter will be 26.081 ~ 32.906 billion yuan, a year-on-year change of-9.0% ~ 14.8%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600887":1},"content_text":"1.伊利股份第四季度业绩预期怎么样？截止2024年12月18日，根据朝阳永续季度业绩前瞻数据：预测营业收入260.81~329.06亿元，同比变动-9.0%~14.8%；预测净利润6.04~19.02亿元，同比变动-42.4%~81.4%。关注后续财报数据披露后能否超预期，朝阳永续A股季度业绩前瞻数据将为投资者提供业绩鉴定。2.伊利股份最新卖方观点诚通证券认为：伊利股份三季度营收增速下滑但降幅收窄，净利润保持增长。毛利率同比提高，销售费用率上升，管理费用率下降，净利率提升。公司预计原奶价格下降，营收短期承压，但液奶业务有望改善。公司乳业龙头地位稳固，市占率提升，新品丰富，高附加值品类增长良好。品牌价值蝉联全球乳业第一，渠道拓展能力强，市场份额领先。公司灵活调整经营策略，满足消费需求，回购提振市场信心。分业务来说：1)液态奶业务：市场份额领先，预计四季度改善。2)奶粉业务：全渠道市场份额同比增长2%，达到13.2%。3)品牌价值：连续多年蝉联全球乳业第一。4)渠道拓展：全渠道数字化转型，市场份额领先。华西证券认为：伊利股份在2024年前三季度实现营收887.33亿元，同比下降8.61%，归母净利润108.68亿元，同比增长15.87%。第三季度单季营收290.37亿元，同比下降6.66%，归母净利润33.37亿元，同比增长8.53%，业绩超出市场预期。液态奶、奶粉及奶制品、冷饮产品收入分别同比变化-10.3%、+6.6%、-16.7%，其中液态奶收入降幅环比第二季度收窄，库存去化至良性水平。常温液奶市场份额提升，低温牛奶保持正增长，奶粉市场份额提升。第三季度毛利率同比提升2.5个百分点，净利率超过市场预期。预计全年业绩向好，明年收入拐点及利润率提升可期。（注：本文相关盈利预测数据均来自朝阳永续盈利预测数据库）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2492264221"}