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中国食品饮料月度报告_9 月数据透露了什么-China Consumer Sector _Staples food monthly_ what does September's data...__
2025-10-23 13:28
China Consumer Sector Staples food monthly: what does September's data tell us? Company tracker: Q325E preview and channel check updates 1) Q325E preview—Haitian: We expect +7%/+13% YoY revenue/recurring NP growth in Q325, progressing with its annual double-digit profit growth target. We think Haitian's solid product category expansion and channel management can help it maintain steady growth and outperform peers amid a challenging industry environment. Jonjee: We expect -11%/-22% YoY revenue/recurring NP g ...