8月26日周二，中粮家佳康（01610.HK）股价盘中大涨5.32%，引发市场关注。这波涨势很可能与中金公司最新发布的研报有关。
根据中金公司的研报，该机构维持中粮家佳康"跑赢行业"评级，并大幅上调目标价39%至2.5港元。中金预计，中粮家佳康2025/26年净利润将达到7.6/11.5亿元。考虑到当前股价对应2025/26年10/7倍市盈率，新目标价对应33%上行空间，显示出中金对公司未来发展的乐观态度。
中金公司的乐观预期主要基于以下几点：首先，中粮家佳康上半年业绩表现稳健，营收同比增长19.8%至89.63亿元；其次，公司生猪养殖业务恢复高质量增长，出栏量同比增长83%；再者，公司生鲜猪肉业务经营突破，品牌收入占比提升；最后，公司持续改善养殖成本，资金状况保持稳健。这些因素共同推动了投资者对中粮家佳康未来发展前景的信心，从而带动股价上涨。
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