> 数据图表请问一下1.3?2024-6-11.3稳健的业绩增长+股息率收益，白酒板块及部分大众品个股安全边际较高图表：2020-2023年，调味品、软饮料及乳制品龙头公司，如伊利股份、养元饮品股息率相对较好证券名称营业收入（亿元）同比变动23Q123Q223Q323Q424Q123Q123Q223Q323Q424Q1伊利股份 333.28326.54311.09286.67324.637.81%1.09%2.71%-1.82%-2.60%光明乳业70.7170.6865.2558.2164.17-2.42%-1.34%-6.44%-14.77%-9.25%燕塘乳业4.295.345.18妙可蓝多10.2310.4310.09天润乳业6.317.586.944.699.746.313.799.506.4110.89%4.30%1.56%0.65%-11.55%-20.47% -20.24% -18.30%-2.65%-7.14%16.26%9.77%12.25%13.04%1.47%新乳业25.2127.7728.9627.9326.148.84%12.72%7.25%10.56%3.66%证券名称归母净利润（亿元）同比变动23Q123Q223Q323Q424Q123Q123Q223Q323Q424Q1伊利股份36.1526.9030.7510.4859.232.73%2.93%59.44%-23.47%63.84%光明乳业1.87燕塘乳业0.28妙可蓝多0.24天润乳业0.55新乳业0.611.510.700.040.711.76-0.150.450.050.171.446.450.370.300.000.501.720.160.410.050.9013.05%30.14% -117.36% 7423.16% -8.07%41.81%85.33%70.40%143.11% -42.91%-67.08% -92.54% -54.39% 458.00%70.63%55.58%-2.45%-63.71% -101.11% -91.74%40.56%20.54%19.08%-2.62%46.93%营业收入（亿元）同比变动归母净利润（亿元）同比变动证券名称东鹏饮料养元饮品香飘飘李子园维维股份承德露露欢乐家泉阳泉23Q124.9122.296.793.4511.0011.415.172.2023Q229.697.734.923.569.093.533.954.1523Q331.8115.858.083.6813.145.413.943.1123Q426.2215.7516.473.437.139.196.171.7624Q123Q123Q223Q323Q424Q134.8223.167.253.3411.0912.275.512.3324.14%29.96%35.17%40.88%39.80%8.82%10.24%10.41%-9.38%3.91%37.03%35.19%20.41%3.06%6.76%1.11%-0.94%1.99%0.22%-3.17%-1.60%-6.46%4.66%-18.75%0.83%2.08%2.41%6.39%27.54%7.53%43.75%17.13%7.78%15.58%6.61%-13.48%13.17%0.17%-47.86%5.97%证券名称东鹏饮料养元饮品香飘飘李子园维维股份承德露露欢乐家泉阳泉23Q123Q223Q323Q424Q123Q123Q223Q323Q424Q14.977.330.060.590.362.390.85(0.21)6.111.79(0.50)0.750.250.760.440.575.473.780.480.550.721.290.460.013.841.782.770.480.761.951.036.648.790.250.571.272.460.8244.28%49.00%33.25%39.69%33.51%39.92%5.18%20.42%-61.87%19.96%109.80%28.27%-12.29%-4.20%331.26%44.97%21.08%4.70%-27.31%-3.79%18.88%31.45%48.50%2511.03% 251.48%1.60%21.49%4.60%7.39%3.04%66.02%40.86%32.52%19.71%-3.74%(4.95)(0.06)-78.74%-28.31%-92.99% -1589.67% 73.06%证券研究报告资料来源：同花顺iFinD，民生证券研究院（股价截至20240607）10* 请务必阅读最后一页免责声明股价时间 2024/6/7证券代码 证券名称 当前市值（亿元）600887605499603156600597002946000848600429300997603711605300605337605179600300605388600419001318002732300915300898300892002910002719伊利股份东鹏饮料养元饮品光明乳业新乳业承德露露三元股份欢乐家香飘飘佳禾食品李子园一鸣食品维维股份均瑶健康天润乳业阳光乳业燕塘乳业海融科技熊猫乳品品渥食品庄园牧场麦趣尔1722.7903.0293.0115.085.789.260.859.363.449.842.540.643.235.228.129.323.925.721.714.412.610.7饮料乳品股息率=年度分红总额/年末市值（注：2023列数据根据近12个月每股分红以及2024年6月7日收盘价计算）2020走势图1.8%0.0%4.6%1.0%0.4%3.7%0.1%0.0%1.4%0.0%0.0%1.3%2.1%1.4%1.1%0.0%0.7%0.7%0.3%0.4%0.2%0.2%20212.3%1.6%7.0%1.1%0.5%0.0%0.8%1.2%1.0%0.6%0.9%0.1%0.7%1.2%1.1%0.0%0.7%0.7%0.6%0.5%0.4%0.2%20223.4%1.1%8.1%0.7%0.6%3.5%0.2%1.6%1.1%0.5%1.3%0.0%0.5%0.7%1.2%0.8%0.8%1.0%0.8%0.0%0.4%0.0%20238.3%0.9%6.9%0.0%0.9%4.7%0.2%2.8%0.0%2.2%4.6%0.4%3.1%1.2%2.1%1.4%1.3%0.0%2.9%0.0%1.0%0.0%走势图分红率=年度分红总额/归母净利润202171%50%120%37%21%0%31%24%31%32%70%32%22%64%30%0%20%32%32%20%20%18%202270%56%155%31%20%51%33%26%31%31%82%0%31%56%30%38%32%39%47%0%20%0%202373%49%138%31%30%66%30%52%51%43%82%81%50%74%30%39%13%40%57%0%0%0%202070%0%96%32%22%63%34%0%35%0%65%70%37%64%30%0%23%76%23%20%45%5%民生证券大消费
