周大福（01929）今日盘中大涨5.1%，引发市场关注。股价上涨主要受到公司发布的业绩报告超出预期以及券商积极评级的推动。
根据公司公布的截至2025年3月31日止年度业绩，周大福实现营业额896.56亿港元，同比减少17.53%；公司股东应占溢利59.16亿港元，同比减少8.97%。尽管收入和利润同比下降，但业绩表现优于市场预期。公司宣布派发末期股息每股0.32港元，全年派息率达87.8%，显示出较强的现金回报能力。
此外，摩根士丹利发布研报，将周大福目标价由13港元上调7.7%至14港元，维持"增持"评级。大摩分析师认为，周大福2025财年业绩表现良好，预计未来两个财年的营收和盈利将继续增长。这一积极的分析报告进一步提振了投资者信心。市场普遍认为，随着内地消费需求持续复苏，加上香港及澳门市场趋于稳定，周大福作为行业龙头有望持续受益。
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