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物產中大的凈利潤增速與CRB指數相關-行業數據

物產中大的凈利潤增速與CRB指數相關
物產中大的凈利潤增速與CRB指數相關
供應鏈業務盈利與商品價格正相關。物產中大的供應鏈業務收入隨商品價格波動，毛利率比較穩定，所以毛利潤也隨商品價格波動，整體凈利潤也隨商品價格波動。商品價格下跌會拖累盈利增長，2024 年商品價格較低，物產中大的盈利增速處于歷史較低水平。
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所屬報告： 物產中大-公司研究報告-制造業務高增長估值有望修復-250514（21頁）.pdf
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