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海通国际:首予中国旺旺“优大于市”评级 目标价5.76港元_蜘蛛资讯网

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AGR约3.7%,乳饮料兼具乳制品和软饮料的属性,近年来受益于消费者对口味的需求增长稳健,大单品旺仔牛奶所属的中性含乳饮料赛道前景良好且竞争相对和缓,该行预计FY25-27乳饮料收入增长0.5%/2%/2%。米果业务FY25H1新品占收入比已达双位数,在新渠道及新品带动下预计将近一步恢复增长,预计FY25-27米果收入增长3.5%/2%/2%。休闲食品中糖果收入保持较好增长,该行预计FY25-27

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