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近七成食品饮料公司业绩飘红 好想你净利同比增超3倍

2017-08-29 09:12:36   中国经济网

时下,上市公司中报披露接近尾声,从已经发布上半年业绩报告的上市公司数据来看,可以说是几家欢喜几家愁。而作为资本市场中抗风险性较高的食品饮料行业,它们上半年业绩如何?为此,《证券日报》记者梳理A股已经发布中报业绩的食品饮料行业类上市公司数据,从基本面上看食品饮料企业上半年的整体表现。

8月28日,《证券日报》记者通过Choice数据统计,A股共有73家食品饮料上市公司发布了2017年上半年业绩报告,其中,50家公司实现了业绩的同比正增长,23家公司出现负增长,另外有6家公司亏损。也就是说,截至目前,业绩正增长的公司占已经发布中报业绩公司的比例接近七成。

近七成公司业绩增长

根据Choice数据统计显示,73家发布2017年中报业绩的食品饮料上市公司,实现营业总收入合计为1821.59亿元,而上年同期为1618亿元,同比增长12.5%;实现归属于上市公司股东的净利润合计为347亿元,而上年同期为285亿元,同比增长21.75%。

另外,73家公司中有18家公司净利润增幅超过50%,9家公司的净利润增长超过100%,它们分别是元祖股份、惠泉啤酒、酒鬼酒、兰州黄河、西部创业、惠发股份、百润股份、沱牌舍得、好想你。在报告期内的净利润增幅分别为,111.15%、112.27%、113.61%、122.13%、142.09%、149.99%、153.96%、168.99%、371.86%。

值得一提的是,在已经发布中报业绩的公司中,好想你目前的增幅最大。在报告期内,公司实现营业总收入19.4亿元,同比增长342.72%;实现归属于母公司股东的净利润为6870.71万元,同比增长371.86%。

好想你亮丽业绩的背后,主要归功于去年8月份公司并购了杭州郝姆斯食品有限公司(下称“郝姆斯”)。郝姆斯是国内休闲食品类目的电商龙头企业之一,其旗下互联网零食品牌“百草味”是国内领先的休闲零食品牌。上半年,郝姆斯实现营业收入14.87亿元,占公司总营收的76.53%;实现净利润7245.9万元。

6家公司业绩亏损

从已经发布中报业绩的食品饮料上市公司数据可见,仍有三成公司上半年业绩并不理想。其中,海欣食品、黑牛食品和星湖科技3家公司上半年不仅业绩亏损,而且净利润下滑幅度也超过100%。

根据公司中报业绩显示,海欣食品在报告期内实现营业总收入为3.62亿元,同比下降5.27%,实现净利润为-1726.13万元,同比下降280.9%;黑牛食品上半年实现营收1225.64万元,同比下降89.11%;实现净利润为-9788.54万元,同比下降159.444%;星湖科技上半年实现营收2.78亿元,同比下降14%,实现净利润为-4102万元,同比下降125.53%。

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