金吾财讯 | 美银证券发表最新研究报告，蒙牛乳业(02319)业务基本面呈现改善迹象，市场对管理层提出的三年毛利指引反应积极，带动盈利预期上调。
报告显示，美银将蒙牛2025年每股盈利预测上调2%，主要基于销售回暖预期及成本优化措施。该行预计，随着渠道库存逐步消化，乳制品需求复苏将推动销售数据在下季度出现改善。
该行将其目标价由21.5港元上调至23.9港元，对应11.2%的调升幅度，同时维持“买入”评级。
金吾财讯 | 美银证券发表最新研究报告，蒙牛乳业(02319)业务基本面呈现改善迹象，市场对管理层提出的三年毛利指引反应积极，带动盈利预期上调。
报告显示，美银将蒙牛2025年每股盈利预测上调2%，主要基于销售回暖预期及成本优化措施。该行预计，随着渠道库存逐步消化，乳制品需求复苏将推动销售数据在下季度出现改善。
该行将其目标价由21.5港元上调至23.9港元，对应11.2%的调升幅度，同时维持“买入”评级。
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