2024锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟芥：锟斤拷锟斤拷锟斤拷锟斤拷锟竭际革拷锟狡ｏ拷盈锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷_锟斤拷票频锟斤拷

锟斤拷锟斤拷锟斤拷锟斤拷锟捷从伙拷锟斤拷证券锟斤拷2024锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟芥：锟斤拷锟斤拷锟斤拷锟斤拷锟竭际革拷锟狡ｏ拷盈锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟叫憋拷锟斤拷锟斤拷原锟斤拷摘录锟斤拷
锟斤拷味食品(603317)
锟铰硷拷锟斤拷
2024锟斤拷10锟斤拷25锟秸ｏ拷锟斤拷味食品锟斤拷锟斤拷2024锟斤拷锟斤拷锟斤拷锟饺憋拷锟芥。
2024Q3锟斤拷司实锟斤拷营业锟斤拷锟斤拷8.97锟斤拷元锟斤拷同锟斤拷锟斤拷锟斤拷10.93%锟斤拷锟斤拷母锟斤拷锟斤拷锟斤拷1.86锟斤拷元锟斤拷同锟斤拷锟斤拷锟斤拷64.79%锟斤拷锟桔非猴拷锟侥革拷锟斤拷锟斤拷锟�1.79锟斤拷元锟斤拷同锟斤拷锟斤拷锟斤拷73.44%锟斤拷
2024Q1-Q3锟斤拷司实锟斤拷营业锟斤拷锟斤拷23.64锟斤拷元锟斤拷同锟斤拷锟斤拷锟斤拷5.84%锟斤拷锟斤拷母锟斤拷锟斤拷锟斤拷4.32锟斤拷元锟斤拷同锟斤拷锟斤拷锟斤拷34.96%锟斤拷锟桔非猴拷锟侥革拷锟斤拷锟斤拷锟�3.89锟斤拷元锟斤拷同锟斤拷锟斤拷锟斤拷38.10%锟斤拷
锟桔点：
2024Q3营业锟斤拷锟斤拷实锟斤拷双位锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟饺革拷锟斤拷锟斤拷锟皆★拷2024Q3锟斤拷司营锟斤拷锟斤拷锟斤拷10.93%锟斤拷锟斤拷锟斤拷2024Q2锟斤拷营锟斤拷锟斤拷锟斤拷-6.80%锟斤拷锟斤拷锟斤拷17.73pct锟斤拷锟街诧拷品锟斤拷锟斤拷2024Q1-Q3锟斤拷锟斤拷锟斤拷锟�/锟斤拷式锟斤拷品锟斤拷锟斤拷/锟姐肠锟斤拷锟斤拷锟斤拷锟�/锟斤拷锟斤拷锟街憋拷实锟斤拷营锟斤拷锟斤拷锟斤拷-6.15%/+13.50%/+19.95%/-1.16%锟斤拷锟斤拷式锟斤拷品锟斤拷锟斤拷锟斤拷锟劫撅拷前锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷2024Q1-Q3锟斤拷锟斤拷/锟斤拷锟较分憋拷实锟斤拷营锟斤拷锟斤拷锟斤拷-1.30%/+68.98%锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟桔★拷锟街碉拷锟斤拷锟斤拷锟斤拷2024Q1-Q3锟斤拷锟斤拷/锟较诧拷/锟斤拷锟斤拷/锟斤拷锟斤拷/锟叫诧拷营锟斤拷锟斤拷锟斤拷同锟饺变动+3.60%/+9.96%/+13.44%/-7.56%/+1.91%锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟铰伙拷锟斤拷锟斤拷锟斤拷锟斤拷锟较诧拷锟斤拷锟劫较好★拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟戒动锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷/锟较诧拷/锟斤拷锟斤拷/锟斤拷锟斤拷/锟叫诧拷锟斤拷锟斤拷锟街憋拷涠�+1/+1/+3/-22/-19锟斤拷锟斤拷锟斤拷锟斤拷2024锟斤拷锟斤拷锟斤拷末锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟较硷拷3129锟斤拷锟斤拷锟斤拷锟饺硷拷锟斤拷36锟揭★拷
毛锟斤拷锟绞和撅拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷司盈锟斤拷锟斤拷锟斤拷锟斤拷强锟斤拷2024Q3锟斤拷司毛锟斤拷锟斤拷38.83%锟斤拷同锟斤拷锟斤拷锟斤拷0.76pct锟斤拷锟斤拷锟桔凤拷锟斤拷锟斤拷/锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷/锟斤拷锟斤拷锟斤拷锟斤拷锟�/锟叫凤拷锟斤拷锟斤拷锟绞分憋拷为7.81%/5.19%/-0.06%/1.29%锟斤拷同锟饺变化-7.78pct/-0.73pct/+0.29pct/+0.18pct锟斤拷锟斤拷锟桔凤拷锟斤拷锟铰斤拷锟较多，锟斤拷司锟斤拷锟斤拷注锟截凤拷锟斤拷投锟斤拷效锟绞ｏ拷锟斤拷锟斤拷寻锟揭革拷锟杰达拷锟斤拷锟斤拷锟窖筹拷锟斤拷锟秸端碉拷营锟斤拷锟斤拷锟斤拷锟酵凤拷式锟斤拷锟斤拷实锟斤拷锟斤拷源锟斤拷锟脚伙拷锟斤拷锟矫★拷2024Q3锟斤拷司锟斤拷锟斤拷锟斤拷为21.19%锟斤拷同锟斤拷锟斤拷锟斤拷7.33pct锟斤拷盈锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟接★拷
锟斤拷锟斤拷锟斤拷锟劫ｏ拷锟斤拷锟斤拷锟秸讹拷锟斤拷锟斤拷锟金渐革拷锟秸ｏ拷锟斤拷锟斤拷锟斤拷为2024Q4锟斤拷司业锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟较猴拷锟斤拷锟斤拷锟斤拷2024锟疥公司锟斤拷锟斤拷锟狡筹拷锟斤拷品锟斤拷锟界烤锟斤拷锟洁、锟秸匡拷锟斤拷锟斤拷希锟斤拷史锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟较等ｏ拷C锟剿诧拷品锟皆达拷锟斤拷锟狡肺拷锟斤拷模锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟缴拷锟轿断碉拷械牡锟斤拷希锟紹锟剿诧拷品锟斤拷喜锟斤拷锟揭堤拷姆锟秸癸拷锟阶达拷锟斤拷锟斤拷锟斤拷没锟绞癸拷锟斤拷锟斤拷螅锟斤拷锟较革拷植锟斤拷锟揭堤拷母锟斤拷系锟轿讹拷稀锟斤拷锟轿达拷锟斤拷锟斤拷锟揭碉拷锟斤拷锟斤拷龋锟斤拷锟斤拷臃锟斤拷锟酵讹拷锟叫э拷锟斤拷锟斤拷锟斤拷锟斤拷锟剿撅拷锟斤拷锟绞碉拷纸峡锟斤拷锟斤拷锟斤拷锟斤拷浴锟�
盈锟斤拷预锟解及投锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷预锟狡癸拷司2024/2025/2026营业锟斤拷锟斤拷直锟轿�34.64锟斤拷元/38.85锟斤拷元/43.73锟斤拷元锟斤拷同锟斤拷锟斤拷锟斤拷10.02%/12.15%/12.57%锟斤拷锟斤拷母锟斤拷锟斤拷锟斤拷直锟轿�5.84锟斤拷元/6.60锟斤拷元/7.47锟斤拷元锟斤拷同锟斤拷锟斤拷锟斤拷27.97%/13.00%/13.10%锟斤拷锟斤拷应2024锟斤拷10锟斤拷25锟斤拷锟斤拷锟教价ｏ拷PE锟街憋拷为24.7X/21.9X/19.4X锟斤拷锟轿匡拷锟缴比癸拷司锟斤拷平锟斤拷锟斤拷值锟斤拷锟斤拷锟角匡拷锟矫癸拷司业锟斤拷锟侥筹拷锟斤拷锟斤拷锟斤拷锟斤拷锟阶次革拷锟角ｏ拷锟斤拷锟借公司锟斤拷锟斤拷锟街★拷锟斤拷锟斤拷锟斤拷
锟斤拷锟斤拷锟斤拷示锟斤拷食品锟斤拷全锟斤拷锟秸ｏ拷锟斤拷锟窖革拷锟秸诧拷锟斤拷预锟节ｏ拷锟斤拷品锟狡广不锟斤拷预锟节凤拷锟秸ｏ拷锟叫筹拷锟斤拷锟斤拷锟接撅拷姆锟斤拷眨锟皆拷锟斤拷铣杀锟斤拷锟斤拷械锟斤拷锟矫拷锟斤拷屎锟斤拷锟斤拷锟斤拷陆锟斤拷姆锟斤拷眨锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟酵筹拷锟狡拷锟斤拷锟秸★拷