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安德利(605198):产能扩张驱动高增长 浓缩果汁龙头份额加速提升
Xin Lang Cai Jing·2025-07-22 00:45

Group 1 - The company has solidified its leading position in the concentrated juice industry, with continuous improvement in operations and a rich product matrix including concentrated apple juice, pear juice, and peach juice [1] - The company's concentrated apple juice production capacity is industry-leading, with revenue expected to grow significantly, reaching 1.418 billion yuan in 2024, a year-on-year increase of 61.85%, and 430 million yuan in Q1 2025, a year-on-year increase of 58.98% [1] - Market share is increasingly concentrated among the top two companies, with apple juice prices expected to remain high due to production difficulties faced by competitors [1] Group 2 - The company has advanced R&D capabilities and maintains deep cooperation with major clients, continuously expanding production and enriching its product line [2] - The company has established 10 concentrated juice processing bases around major apple production areas and has launched new production lines for decolorized and deacidified concentrated juice, NFC juice, peach juice, and hawthorn juice [2] - Revenue projections for the company from 2025 to 2027 are 1.826 billion yuan, 2.097 billion yuan, and 2.306 billion yuan, with corresponding net profits of 385 million yuan, 423 million yuan, and 473 million yuan, indicating strong growth [2]