2024年中报业绩点评：展会排期错位致利润承压，长期逻辑未变

·社会服务行业 ——2024年中报业绩点评  维持评级 顾熹闽     50% 米奥会展 沪深300 0% -50% -100%  ·社会服务行业 834.97 1055.74 1309.74 1467.74 139.72 26.44 24.06 12.06 188.21 254.01 329.42 399.30 273.54 34.96 29.69 21.21 50.09 54.80 55.50 55.50 0.82 1.11 1.44 1.74 19.32 14.32 11.04 9.11 ·社会服务行业 744.54 1055.89 1371.74 1802.78 834.97 1055.74 1309.74 1467.74 683.03 938.88 1283.72 1690.74 416.77 477.19 582.83 653.14 5.49 9.46 6.23 10.89 0.90 2.11 2.62 2.94 3.54 20.18 9.07 18.55 139.68 179.48 209.56 227.50 8.60 39.74 31.06 34.22 51.90 73.90 78.58 73.39 0.00 3.74 -2.22 4.49 -15.34 -21.86 -9.39 -25.67 43.88 43.88 43.88 43.88 0.70 0.00 0.00 0.00 123.91 153.11 170.16 183.87 -1.73 0.00 0.00 0.00 10.56 13.93 15.41 17.04 4.52 0.00 0.00 0.00 16.43 15.12 13.82 12.87 227.74 313.24 406.24 492.42 12.83 16.09 15.86 16.22 2.61 0.00 0.00 0.00 84.09 107.98 125.07 137.74 0.84 0.00 0.00 0.00 868.45 1209.00 1541.90 1986.65 229.51 313.24 406.24 492.42 177.72 384.87 372.47 398.66 32.25 46.99 60.94 73.86 0.00 0.00 0.00 0.00 197.26 266.26 345.30 418.55 26.47 30.07 40.68 35.26 9.05 12.25 15.88 19.25 151.25 354.80 331.79 363.41 188.21 254.01 329.42 399.30 11.33 11.33 11.33 11.33 221.79 295.40 402.59 471.89 0.00 0.00 0.00 0.00 0.82 1.11 1.44 1.74 11.33 11.33 11.33 11.33 189.05 396.21 383.80 410.00 23.13 35.38 51.26 70.52 139.72% 26.44% 24.06% 12.06% 656.26 777.42 1106.84 1506.14 308.40% 37.54% 29.69% 21.21% 868.45 1209.00 1541.90 1986.65 273.54% 34.96% 29.69% 21.21% 50.09% 54.80% 55.50% 55.50% 22.54% 24.06% 25.15% 27.21% 271.37 421.93 367.62 425.88 28.68% 32.67% 29.76% 26.51% 197.26 266.26 345.30 418.55 26.12% 30.18% 28.93% 25.04% 12.93 4.02 5.74 5.14 21.77% 32.77% 24.89% 20.64% 0.17 0.00 0.00 0.00 -99.39% -114.56% -110.18% -106.74% -4.52 0.00 0.00 0.00 4.19 2.74 3.68 4.52 53.32 151.66 16.57 2.18 4.11 2.62 3.59 4.41 12.21 0.00 0.00 0.00 0.96 0.87 0.85 0.74 -39.15 -33.22 -22.78 -18.86 152.21 111.57 210.07 134.76 -6.57 -29.86 -21.30 -17.23 31.55 35.11 32.20 41.63 -17.36 -3.37 -1.48 -1.63 0.82 1.11 1.44 1.74 -15.23 0.00 0.00 0.00 1.18 1.84 1.60 1.86 8.19 -132.85 0.00 0.00 2.86 3.39 4.82 6.56 0.00 0.00 0.00 0.00 19.32 14.32 11.04 9.11 0.00 0.00 0.00 0.00 5.54 4.68 3.29 2.41 8.19 -132.85 0.00 0.00 22.38 9.16 5.86 4.14 240.38 255.85 344.83 407.02 2.90 3.39 2.73 2.44 ·计算机行业