
大摩发布研报称,将中国食品(00506)2025年利润预测下调4%,而将2027年的利润预测上调2%。这主要是因为考虑到更高的毛利率预估,2025至27年毛利率预测上调1.2个百分点,受2024年加价后更高的平均售价以及更高的基数驱动。该行将目标价由2.6港元上调至2.9港元,反映2027年及以后年度较高的盈利预测,评级减持。
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