乐舒适(02698)今日盘中大涨5.84%，表现强势。
消息面上，中金公司发布研报，指出乐舒适2025年业绩超出预期，收入同比增长24.9%，年度利润同比增长27.4%。业绩亮眼主要得益于拉美地区快速扩张、产品结构优化及汇率变动带来的正向贡献。基于此，中金上调了公司2026/27年净利润预测，并维持“跑赢行业”评级及40.0港元的目标价，该目标价较当前股价有约34%的上行空间。
研报进一步分析认为，公司在新地区扩展顺利，实现了量价齐升，同时盈利水平进一步提升。中金持续看好非洲消费品市场红利及乐舒适的龙头地位，认为其成长空间广阔。这些积极因素共同提振了市场信心，推动了股价在交易时段内的显著上涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.