异动解读 | 万洲国际盘中大涨5.09%,前三季度业绩强劲增长

异动解读
Nov 03

万洲国际(00288.HK)今日盘中大涨5.09%,截至11:37,报价为7.89港元,成交额持续放大。

消息面上,万洲国际发布了截至2025年9月30日止的9个月业绩报告。数据显示,公司前三季度收入达204.77亿美元,同比增长8.54%;公司股东应占利润为11.68亿美元,同比增长8.05%。业绩增长主要得益于以下几个方面:一是中国市场销售渠道的有效拓展,使得猪肉销量同比增长10.2%;二是美国和欧洲市场价格上涨,带动包装肉品收入稳定增长5.1%。

建银国际分析指出,万洲国际2025年第三季度业绩表现强劲,收入同比增长7.9%,经营利润增长1.8%。尽管综合经营毛利率压缩0.6个百分点,主要受美国原材料成本上涨、中国产品结构调整以及欧洲生猪价格下跌等因素影响,但公司整体业绩仍保持稳健增长。市场对万洲国际的业绩表现反应积极,推动股价大幅上涨。

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