> 数据图表谁能回答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年食品加工、调味品板块双汇发展、汤臣倍健、三全食品、宝立食品、仲景食品股息率相对较好证券名称双汇发展得利斯金字火腿龙大美食华统股份上海梅林广弘控股证券名称双汇发展得利斯金字火腿龙大美食华统股份上海梅林广弘控股营业收入（亿元）同比变动23Q123Q223Q323Q424Q123Q123Q223Q323Q424Q1156.66147.61157.66137.00142.6913.83%4.39%-5.20%-24.07%-8.92%7.881.2034.7719.8657.465.8223Q114.880.220.210.21-1.052.010.207.560.5732.5021.3256.657.757.700.5733.8020.4650.377.06归母净利润（亿元）23Q213.490.030.06-6.46-2.521.341.0723Q314.910.030.01-0.24-0.02-0.160.307.780.8032.1224.1459.207.2823Q47.26-0.620.13-8.90-2.47-0.930.557.841.3311.44%8.36%38.96%-30.30%-0.51%-12.58%-57.20%-15.20%-25.70%10.90%25.234.09%-6.48%-27.11%-31.13%-27.43%19.9615.56%-0.33%-20.13%-20.39%0.52%56.74-11.21%-12.32%-5.15%-12.24%-1.24%5.56-26.84%-29.97%-8.08%-2.72%-4.49%同比变动24Q123Q123Q223Q323Q424Q112.721.90%6.19%11.62%-53.35%-14.54%0.130.240.30-27.24%-81.27%57.17%-231.93% -39.45%-5.77%-77.27%-87.37%454.81%13.37%-9.56% -5162.04% -284.33% -3511.50% 43.24%-1.57-18.98% -973.84% -101.82% -681.84% -50.41%0.990.14-0.68%-2.60%-120.89% -205.07% -50.46%-59.10%57.46%-95.10%-69.22%-32.86%证券名称证券名称营业收入（亿元）同比变动归母净利润（亿元）同比变动23Q123Q223Q323Q424Q123Q123Q223Q323Q424Q123Q123Q223Q323Q424Q123Q123Q223Q323Q424Q1安井食品31.9137.0433.7737.7437.5536.43%26.14%17.21%-6.27%17.67%安井食品3.623.743.863.564.3876.94%50.00%63.75%-13.41%21.24%千味央厨4.294.224.775.734.6323.18%40.36%25.04%25.02%8.04%千味央厨0.30.260.380.40.355.49%50.29%60.35%24.12%14.16%三全食品23.7314.8215.616.4122.541.29%0.26%3.03%-21.83%-5.01%三全食品2.791.581.151.972.37.03%-7.45%22.05%-28.37%-17.76%味知香2.022.152.021.81.668.61%11.94%-11.89%-5.67%-17.92%味知香0.360.390.330.280.19-0.17%12.59%-18.76%-13.91%-46.94%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）12* 请务必阅读最后一页免责声明食品加工调味品股价时间 2024/6/7证券代码 证券名称 当前市值（亿元）000895300146603345002840002216603288600298600872603027002507603317600305603170300908603755603696831726双汇发展汤臣倍健安井食品华统股份三全食品海天味业安琪酵母中炬高新千禾味业涪陵榨菜天味食品恒顺醋业宝立食品仲景食品日辰股份安记食品朱老六862.4 251.4 248.8 129.0 102.1 1971.8 261.5 209.9 152.1 156.5 137.6 85.1 52.0 42.9 24.5 17.6 7.6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4.9%2.9%0.4%0.3%2.3%0.5%1.0%1.0%0.2%0.0%0.3%0.7%0.0%0.6%0.4%2.1%1.2%20214.1%2.6%0.4%0.0%1.0%0.7%0.8%0.8%0.3%1.7%0.2%0.6%0.0%0.9%0.5%1.3%2.4%20226.2%0.8%0.7%0.2%1.9%0.9%1.1%0.0%0.5%1.5%1.2%0.9%0.9%2.6%0.5%0.5%4.1%20235.8%6.0%0.9%0.1%7.3%0.0%1.6%1.5%2.0%2.2%0.0%0.0%4.8%4.7%1.0%0.7%2.7%走势图分红率=年度分红总额/归母净利润202093%73%30%11%73%67%30%61%95%0%78%50%0%39%36%111%0%202192%68%30%0%27%54%32%31%102%42%20%84%0%42%36%65%46%202262%22%30%19%38%67%33%0%30%67%106%79%46%79%39%85%41%202348%87%35%0%59%65%34%18%97%42%93%89%50%85%44%57%23%民生证券大消费
