飛鶴2024年營收利潤雙升 機構"持有"評級釋放積極信號
3月28日,中國飛鶴(06186.HK)發佈2024年全年業績。數據顯示,飛鶴核心財務指標保持穩健,2024年實現營收207.5億元(人民幣,下同),同比增長6%,淨利潤36.5億元,同比增長11%。報告期內,飛鶴持續兌現與股東共享發展成果的承諾,擬派發末期股息0.1632港元/股,預計全年派發股息27.2億元(含中期已派付13.5億元)。
近期,包括招商證券、華泰證券、華創食飲在內的多家機構發佈研報,一致認爲飛鶴的業績增長具備強確定性,並上調目標價或維持"買入"評級,其中,華創食飲基於對"飛鶴經營反轉週期已明確開啓"的判斷,進一步給予"強推"評級。
飛鶴的股東回報策略兼具穩定性與成長性。2024年預計派發股息27.2億元,這一數據不僅體現了飛鶴積極響應和落實國家關於推動資本市場高質量發展的相關政策要求,更展現了飛鶴對投資者回報的高度重視,彰顯了其長期發展的信心。
機構分析認爲,飛鶴2024年的股息率在消費品企業中名列前茅,派息比例的提升疊加股權回購計劃進一步釋放了公司長期的價值,同時提振了市場投資情緒,向市場傳遞出不斷加強市值管理、回報投資者的積極態度。
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