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Baoli Food (603170) tracking analysis report: C-end expected to reverse, B-end has good elasticity.
The C-end is expected to return to double-digit growth, mainly due to the optimization of operation efficiency following the refinement of the global strategy. Additionally, the expansion of offline channels and the accelerated launch of new products have also contributed. In the first half of the year, inventory was cleared, and in Q3, growth stabilized naturally without the support of holidays, looking towards Q4.
Baolih Food (603170): Main business stands out, empty market shows signs of rebound.
Introduction to this report: Deeply cultivating the best track and embracing the highest quality customers, the performance resilience of the B2B main business is highlighted; at the same time, driven by the dual effects of new products and new channels, revenue rebound realized. Investment highlights: Maintain a 'shareholding' rating. Maintain 2024-
Baoli Food (603170): The singles' day sales performance is impressive, looking forward to channel & product innovation to drive new growth momentum.
Singles' day sales performance is impressive, Instant-noodle maintains its leading position in the instant noodle segment market, becoming the second growth curve. According to third-party data, the total sales volume of all platforms online during the entire singles' day period is approximately over 0.16 billion+, with a year-on-year growth of 40%+.
Baolishi Food (603170): The operational pressure on the B-side is expanding, and the investment in expenses is damaging profits.
The company's total operating income for 2024 Q1-Q3 was 1.93 billion yuan (+9.72%); net income attributable to the parent company was 0.173 billion yuan (-28.01%), with a non-net profit of 0.159 billion yuan (-12.44%).
Baoli Food (603170): The growth of the main business slowed down in Q3, and the profitability was under pressure.
Event: The company disclosed its performance for the third quarter of 2024: In Q1-Q3 of 24, the company achieved revenue of 1.93 billion yuan, a year-on-year increase of +9.72%; net income attributable to parent company of 0.173 billion yuan, year-on-year -28.01%; net income attributable to non-parent company after deduction.
Baoli Food (603170) third quarter report review in 2024: performance meets expectations, long-term growth is assured.
Summary of this report: Performance meets expectations, with obvious improvement in empty cargo movement; looking forward to the medium and long term, driven by the recovery of dining demand, based on the company's dual expansion in category and channel, we remain bullish on the company's excess returns. Investment highlights: Maintain a "shareholding" rating. Maintain
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