中金发表研究报告指，统一(00220.HK) 去年收入303亿元人民币，按年增长6.1%；归母净利润18.5亿元人民币，按年增长11%，剔除一次性因素按年增长32%；其中下半年收入149亿元人民币，按年增长6.2%；归母净利润8.8亿元人民币，按年增长12%，符合预期。
该行预计，今年出行及新产品推广等有利因素有望延续，而需求亦有望逐渐恢复，今年公司饮料收入有望持续较好增长、面增速有望改善。至于利润端，考虑饮料成本利好、减促、产能利用率提升及结构改善等，预计公司饮料利润率提升或有望带动整体利润率改善。从中长期来看，中金认为，饮料行业较好景气度有望利好业绩持续成长，并考虑行业龙头企业的利润诉求增强，并尝试对产品提价，预计面和饮料格局改善有望带动公司利润率稳中有升。
该行指，将公司今年盈利预测上调21.6亿元人民币，明年则上调24.6亿元人民币，将其目标价上调14%至9.8元，维持其评级为“跑赢行业”。(ca/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-06 16:25。)
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