【中金：維持北森控股(09669.HK)跑贏行業評級上調目標價至11.5港元】智通財經APP獲悉，中金發布研報稱，維持

智通財經

2025/06/23

【中金：維持北森控股(09669.HK)跑贏行業評級上調目標價至11.5港元】智通財經APP獲悉，中金發布研報稱，維持北森控股(09669.HK)FY2026收入預測基本不變;考慮毛利率改善及費控成效好於預期，將 FY2026經調整歸母淨利潤由-1,811萬元上調至2,251萬元。引入FY2027收入預測12.69億元和經調整歸母淨利潤預測1.00億元。維持跑贏行業評級;鑑於估值中樞上行以及AI場景賦能下中長期更為樂觀的增長預期，上調目標價130%至11.5港元(將估值切換至FY26;將市銷率倍數由3.4倍上調至7.0倍)。目前公司交易於5.4倍FY26市銷率，對應28%的上行空間。

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【中金：維持北森控股(09669.HK)跑贏行業評級 上調目標價至11.5港元】智通財經APP獲悉，中金發布研報稱，維持

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【中金：維持北森控股(09669.HK)跑贏行業評級上調目標價至11.5港元】智通財經APP獲悉，中金發布研報稱，維持