20240620_海通证券_食品加工行业跟踪报告:4月全国乳制品产量同比减少6.5%_10页.pdf

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Table_MainInfo/2024 06 20 Table_InvestInfo Table_QuoteInfo-20.62%-16.02%-11.42%-6.82%-2.22%2.38%2023/6 2023/9 2023/12 2024/3 Table_ReportInfo 24Q1+1.0%2024.04.27 23-7.6%2024.02.02 23 840 2023.12.19 Table_AuthorInfo:Tel:(021)23183952 Email:S0850520020001:Tel:(021)23185613 Email:4-6.5%Table_Summary 2024 5 31-6 6 3.32/kg-0.6%-13.5%2024 4 0.33/kg-0.7%-6.6%2024 6 4 2722/+3.5%-1.2%3478/+2.1%+9.6%2024 4 225.4-6.5%2024 5 31-6 6 2.56/kg+0.4%-12.0%3.74/kg-0.5%-13.4%2024 4 375.4/+0.03%-34.1%44768.24 100%24Q2 3.30/24Q2 3.30/23-7.6%24 94046 2 1.5 2.5 3.6 4.7 5.8 6.9 XVCXyRnQoNnMrPmPqNsNqR7NbP9PoMnNoMnRlOmMoQeRpNmNaQqQyRvPqMvNxNpMyR 3 1.5 2.5 3.6 4/.6 5/.6 6/.6 7/.6 8/.7 9/.7 10/.7 11.8 12.8 13.8 4 1.8 GRRz3j/CMYwqni9aMfCe95DzSda0ryHb0G1WUCrSdD4+7eno5yZSuMcsadsABM49 5 1.100%4.48 100%23/24Q1 12.74/2.11-337.39/-295.25-100 24Q2 24 3.3/5%24Q2 24 3.3/7%2.2024 5 31-6 6 3.32/kg-0.6%-13.5%2023 3.84/kg-7.6%2024 4 0.33/kg-0.7%-6.6%2023 0.33/kg-21.9%1-25%-20%-15%-10%-5%0%5%10%15%20%25%012345/kg YoY Wind 2-60%-40%-20%0%20%40%60%80%05101520253035404550/100kg YoY Wind 2024 4 3684.60/+3.6%-3.1%2024 6 4 2722/+3.5%-1.2%3478/+2.1%+9.6%6 2024 4 29-5 10 2550/-1.0%-12.8%3362.5/+3.5%+3.5%2024 4 29-5 10 2525/0.0%-3.8%3912.5/+0.6%+4.3%2024 4 A 2485/-1.7%-2.0%3-60%-50%-40%-30%-20%-10%0%10%20%30%40%0100020003000400050006000/YoY Wind 4/0500100015002000250030003500400045005000 GDT 5/0500100015002000250030003500400045005000 6/050010001500200025003000350040004500 7/2000250030003500400045005000550060006500 3.2024 5 31-6 6 2.56/kg+0.4%-12.0%2023 2.97/kg-0.4%7 2024 5 31-6 6 3.74/kg-0.5%-13.4%2023 4.61/kg-1.4%2024 4 375.4/+0.03%-34.1%2024 5 197.79/+3.2%-26.2%2023 252.66/-20.7%2024 5 478.80/+11.6%-7.8%2023 541.42/-1.2%8/0123456 Wind 9/200250300350400450500550600650 Wind 10/0100200300400500600700 Wind 4.2024 4 225.4-6.5%2023 3054.60+3.10%2024 5 5.03-11.9%-37.1%4.22+2.1%-26.3%8 11-50%0%50%050010001-2 3 4 5 6 7 8 9 10 11 12 24 23 22 21 20 24 YoY 23 YoY 22 YoY 21 YoY 20 YoY Wind 12-100%-50%0%50%100%150%200%250%300%350%400%024681012141618202015 1 2015 7 2016 1 2016 7 2017 1 2017 7 2018 1 2018 7 2019 1 2019 7 2020 1 2020 7 2021 1 2021 7 2022 1 2022 7 2023 1 2023 7 2024 1 YoY Wind 13-100%0%100%200%300%400%500%0246810122015 1 2015 7 2016 1 2016 7 2017 1 2017 7 2018 1 2018 7 2019 1 2019 7 2020 1 2020 7 2021 1 2021 7 2022 1 2022 7 2023 1 2023 7 2024 1 YoY Wind 5.1 EPS PE PB 2023 2024E 2025E 2023 2024E 2025E 2023 2024E 2025E A 600887 27.17 1729.67 1.64 2.06 1.96 16.59 13.20 13.86 3.23 2.85 2.63 600597 8.38 115.52 0.70 0.43 0.47 11.94 19.54 18.01 1.29 1.31 1.25 002946 9.98 85.90 0.50 0.66 0.82 19.94 15.03 12.14 3.49 2.75 2.32 600882 13.65 69.90 0.12 0.28 0.39 110.18 48.73 35.41 1.62 1.54 1.48 002570 2.62 28.30 0.04 0.09 0.13 59.63 28.73 28.73 1.78 0.00 0.00 0.60 0.70 0.75 43.65 25.05 21.63 2.28 1.69 1.53 H 2319 11.62 457.41 1.22 1.41 1.57 9.46 8.26 7.42 1.03 0.92 0.85 6186 3.46 313.86 0.37 0.41 0.43 9.21 8.52 8.06 1.25 1.17 1.10 9858 1.10 41.83-0.28 0.19 0.29-3.96 5.80 3.82 0.35 0.33 0.32 1117 0.65 51.19 0.02 0.05 0.07 29.08 13.42 9.11 0.45 0.45 0.43 0.33 0.51 0.59 10.95 9.00 7.10 0.77 0.72 0.67 2024 6 14 Wind 0.91 Wind 9 6.10 Table_Analysts Table_Stocks,(),1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%
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