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啤酒板块扣非归母净利及同比增速情况（右轴）
啤酒板块扣非归母净利及同比增速情况（右轴）
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所属报告：
食品饮料行业大众品综述：变革与成本红利持续兑现-240505（23页）.pdf
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2026Q1顺丰控股扣非归母净利率同比提升0.3pct至3.13%
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行业数据
2026-07-21
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顺丰控股2026Q1扣非归母净利润同比+17.4%（单位：亿元）
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行业数据
2026-07-21
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京东方归母、扣非净利润及同比（单位：亿元；%）
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行业数据
2026-07-20
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食品饮料细分子行业扣非归母净利润情况（单位：亿元）
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行业数据
2026-06-24
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食品饮料细分子行业扣非归母净利润增速情况（单位：亿元）
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行业数据
2026-06-24
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2023-2025扣非归母净利润（单位：亿元）
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行业数据
2026-06-01
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2025年人均扣非后归母净利润25.9万元（万
fCDlubTku70gfCDkurrlnYfmiaPpnZ7lkI7lvZLmr43lh4DliKnmtqbvvIjkuIflhYPvvIkgfCBZT1nvvIgl77yJIHwKfC0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS18LS0tLS0tLS0tLXwKfCAyMDIyIHwgMTkgICAgICAgICAgICAgICAgICAgICAgICAgICB8IDUgICAgICAgIHwKfCAyMDIzIHwgMTIgICAgICAgICAgICAgICAgICAgICAgICAgICB8IDQgICAgICAgIHwKfCAyMDI0IHwgMjAgICAgICAgICAgICAgICAgICAgICAgICAgICB8IDcwICAgICAgIHwKfCAyMDI1IHwgMjUuOSAgICAgICAgICAgICAgICAgICAgICAgICB8IDQwICAgICAgIHwKCui1hOaWmeadpea6kO+8mldpbmTvvIzlm73mtbfor4HliLjnoJTnqbbmiYA=
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行业数据
2026-05-15
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20-26Q1样本玻纤企业扣非归母净利
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行业数据
2026-05-15
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20-26Q1样本玻璃企业扣非后归母净利润表现
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行业数据
2026-05-15
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2025年扣非后归母净利润同比+38.17%（亿
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行业数据
2026-05-15
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受多因素叠加影响，2025Q4及2026Q1出口链扣非归母利润同比承压
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2026-05-06
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康耐特光学2025H2营收同比+3%，扣非归母净利润同比+24%
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行业数据
2026-05-06
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2025年计算机各细分行业扣非归母净利润增速中位数对比
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2026-05-06
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江波龙归母净利润与扣非归母情况（亿元）
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行业数据
2026-03-05
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江波龙单季度归母净利润与扣非归母情况（亿元）
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2026-03-05
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大众品：表现分化，期待改善 啤酒：23 年前高后低、吨价亮眼，24 年成本改善、有望逐季向上 23 年前高后低，24Q1 复苏偏弱、期待逐季改善。2023 年啤酒板块（中信，下同）营收/归母/扣非净利 695.3/68.5/61.0 亿元，同比+6.2%/+16.9%/+17.0%。23 年啤酒行业场景持续修复，但由于旺季台风雨水天气较多，销量整体表现平淡，龙头整体实现持平上下的销量增长（ 2023 年华润啤酒 /青岛啤酒 /重庆啤酒 /燕京啤酒 /珠江啤酒销量同比+0.5%/-0.7%/+4.9%/+4.6%/+4.8%）。从节奏看，23 年经营节奏前低后高，年初线下场景恢复后厂商与渠道、终端预期较高，备货前置，Q3 天气催化不及预期，叠加前期库存较多，发货走弱；结构端，全年升级趋势延续，成本压力下带动盈利能力实现持续增长。23Q4 营收 75.3 亿元，同比-3.4%，归母净利/扣非净利-10.2/-13.2 亿元，22Q4 为-8.2/-9.9 亿元，整体消费需求偏弱，但淡季销售对全年影响有限。24Q1 营收/归母/扣非净利 194.2/22.8/21.6亿元，同比-0.8%/+16.3%/+18.0%，高基数下销售整体有所承压，成本改善兑现支撑盈利能力向上。
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食品饮料行业大众品综述：变革与成本红利持续兑现-240505（23页）.pdf
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