高盛：片仔癀_盈利回顾_3Q24盈利因主要产品增长强劲而超出预期；买入

注公众号:永木纪要 Earnings slightly beat - 3Q24 earnings beat at Rmb965mn (+12.0% y/y, +6.3% vs. GSe). We note better GPM (46.9% vs. 46.6% per GSe) but still under pressure from increasing cow bezoar cost. Meanwhile, we attribute the earnings beat to lower-than-expected expenses as well. 21 October 2024 | 5:06PM CST Pien Tze Huang (600436.SS): Earnings Review: 3024 earnings beat on strong main product growth; Buy | --- | --- | |---------------------------------------------------------------------------------------- ...