智通财经APP获悉，高盛发布研报称，维持蒙牛乳业(02319)“买入”评级，上调对公司今年至2027年经营溢利预测3%至5%，净利润预测上调最高5%。对该股目标价由23.6港元上调至24港元。
公司去年销售基本符合预期，经营溢利率扩张逾1.9个百分点超预期，远高于公司去年提供的指引。公司预计今年销售将有低单位数增长，供需平衡下半年实现。公司计划未来三年经营溢利率增长平均每年30至50个基点，通过产品组合优化、营运效率措施及供需形势改善实现。
蒙牛管理层预计今年经营溢利率同比基本持平，基于原奶成本持平或略低、各品类盈利能力持续改善，以及与去年相比略高的销售、一般和管理费用比率，以平衡业务发展和营运效率提升。
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