> 数据图表如何看待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：2023年，休闲食品洽洽食品、元祖股份股息率相对较好证券名称立高食品桃李面包五芳斋海融科技南侨食品证券名称立高食品桃李面包五芳斋海融科技南侨食品证券名称甘源食品盐津铺子劲仔食品洽洽食品良品铺子三只松鼠证券名称甘源食品盐津铺子劲仔食品洽洽食品良品铺子三只松鼠营业收入（亿元）同比变动23Q123Q223Q323Q424Q123Q123Q223Q323Q424Q17.9414.762.162.47.418.4217.316.52.338.29.4618.65.52.347.289.4618.65.52.347.289.16142.072.547.7526.19%21.26%30.07%10.14%15.31%1.66%-1.32%2.08%12.12%-5.15%-28.74%9.57%20.86%176.88%-4.13%11.74%14.51%2.20%5.76%5.84%12.29%7.15%11.35%-6.88%4.50%归母净利润（亿元）同比变动23Q123Q223Q323Q424Q123Q123Q223Q323Q424Q10.51.39-0.640.240.390.581.533.20.250.540.51.68-0.150.180.32-0.851.15-0.760.231.070.771.15-0.70.360.7724.60%92.04%66.94% -297.22% 53.96%-12.15% -23.44%26.81%-23.59% -16.95%-100.57% 16.79%-7.90%16.89%-9.11%-27.01%26.57%-33.79%58.21%52.99%-26.53% -25.14% 346.25% 286.45%96.74%营业收入（亿元）同比变动23Q123Q223Q323Q424Q123Q123Q223Q323Q424Q13.918.934.3713.3623.85194.354.875.345.8622.15%48.12%37.27%10.85%49.75%10.0111.1111.1112.2355.37%57.59%46.17%20.22%37.00%4.8813.516.029.935.6917.9320.1316.895.7223.2720.4625.32归母净利润（亿元）5.468.40%35.17%45.92%26.51%23.58%18.22-6.73%8.34%5.12%-6.90%36.39%24.51-18.94% -17.96%-4.53%-16.02%2.79%36.46-38.48%-3.12%38.56%29.18%91.83%同比变动23Q123Q223Q323Q424Q123Q123Q223Q323Q424Q10.551.120.391.781.491.920.641.340.440.90.41-0.380.951.50.52.380.020.161.151.10.762.97-0.110.50.911.60.742.40.623.08145.02% 246.50%95.31%67.08%65.50%81.67%98.91%67.28%32.62%43.11%95.39%20.00%48.56%122.76%87.73%-14.35% -37.49% -13.53% -15.01%35.15%59.78%-59.46% -97.88% -122.91% -57.98%18.73%51.99%40.86%41.07%60.80%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）11* 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）002557603517002847603866603043603057300783002991605339603719003000300973833260002695603886603777000716603697002582002956001219002820000895300146603345002840002216002726002626002515600073300791001215605338605089603237000529002330603536002661002702603102605567833429836826洽洽食品绝味食品盐津铺子桃李面包广州酒家紫燕食品三只松鼠甘源食品南侨食品良品铺子劲仔食品立高食品万辰生物煌上煌元祖股份来伊份黑芝麻有友食品好想你西麦食品青岛食品桂发祥双汇发展汤臣倍健安井食品华统股份三全食品龙大美食金达威金字火腿上海梅林仙乐健康千味央厨巴比食品味知香五芳斋广弘控股得利斯惠发食品克明食品海欣食品百合股份春雪食品康比特盖世食品160.3106.8128.490.296.270.195.463.464.251.458.154.917.340.236.333.629.826.325.731.423.715.7862.4251.4248.8129.0102.172.684.248.356.769.234.236.132.838.439.724.920.227.220.320.216.612.97.5休闲食品食品加工股息率=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1.5%0.6%0.9%1.7%1.0%0.0%0.6%0.9%0.0%0.4%1.4%0.0%0.0%0.6%5.9%0.0%0.0%1.6%7.7%1.3%0.0%1.5%4.9%2.9%0.4%0.3%2.3%1.4%1.7%0.5%1.3%0.7%0.0%0.4%0.0%0.0%1.6%0.1%0.5%1.7%0.6%0.0%0.0%0.8%1.5%20233.2%1.1%2.3%3.2%2.8%4.7%1.7%1.6%2.7%3.7%2.3%0.0%0.0%2.5%13.2%0.9%0.0%4.1%10.3%1.9%1.5%4.4%5.8%6.0%0.9%0.1%7.3%0.0%1.4%0.5%3.9%0.9%0.4%5.0%0.0%1.1%2.2%0.0%0.2%0.0%3.5%2.3%1.8%1.9%2.0%20211.4%0.8%1.2%2.1%1.7%0.0%0.6%1.4%1.8%0.5%1.4%0.4%1.5%0.4%4.2%0.0%0.0%3.7%1.1%1.5%1.0%1.5%4.1%2.6%0.4%0.0%1.0%0.0%1.9%0.4%1.2%1.0%0.3%0.7%1.1%0.0%2.4%0.2%0.0%1.7%0.0%0.0%0.5%0.7%0.7%20222.0%0.3%1.4%2.6%1.5%2.4%0.8%1.4%1.3%0.7%1.9%0.5%0.0%0.1%5.1%0.4%0.0%3.7%1.1%1.8%1.2%1.1%6.2%0.8%0.7%0.2%1.9%0.0%1.0%0.4%2.0%1.0%0.3%1.0%1.1%2.3%1.7%0.0%0.0%1.7%1.5%1.5%1.0%2.8%1.6%走势图分红率=年度分红总额/归母净利润202146%36%86%125%41%0%21%66%38%30%71%30%139%21%71%0%0%91%72%57%78%142%92%68%30%0%27%0%46%44%31%31%15%21%75%0%26%15%-95%0%22%35%23%21%202252%49%85%125%44%139%50%63%80%30%79%59%0%25%90%30%0%171%-55%76%-62%22%30%19%38%0%47%40%30%30%14%36%82%60%10%0%0%38%76%28%38%43%106%202362%90%74%50%50%99%46%61%20%50%64%116%0%142%87%30%87%92%-59%52%64%48%87%35%0%59%0%44%60%30%90%14%47%71%118%41%-65%0%979%28%0%28%116%202050%43%53%108%70%0%33%39%0%30%77%36%0%23%80%0%0%44%22%94%42%120%93%73%30%11%73%20%38%47%30%51%0%23%0%0%21%17%67%34%34%0%0%61%33%民生证券大消费
