东吴证券给予养元饮品增持评级，2023年报及24Q1季报点评：收入符合预期，高分红持续兑现

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东吴证券04月24日发布研报称，给予养元饮品（603156.SH，最新价：25.85元）增持评级。评级理由主要包括：1）23年核桃乳基本盘稳定，功能性饮料快速增长；2）23年销售费率收缩明显，中冀投资减值拖累净利表现；3）24Q1收入符合预期，利润超预期主因公允价值变动收益贡献；4）23年现金分红维持20亿规模，分红率保持高水位。风险提示：市场推广不达预期风险、原材料价格大幅波动上涨风险、食品安全...

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