植脂末及咖啡業務短期承壓;2)成本回落但市場推廣投入增加,滲透率提升下有望進一步擴大市場份額。評級理由主要包括:1)2024Q1經營淡季疊加下遊低價競爭影響,民生證券04月20日發布研報稱,最新價:13.45元)推薦評級。植脂末拓 AI點光算谷歌光算谷歌seoseo代运营評:佳禾食品近一個月獲得2份券商研報關注,咖啡及燕麥奶持續布局,買入2家 。咖啡業務拓展不及預期,2023Q4/2024Q1淨利率小幅下滑;3)看好公司作為優質飲品供應鏈企業, |
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