智通财经APP获悉，中国飞鹤(06186)涨超5%，截至发稿，涨5.52%，报6.12港元，成交额1.95亿港元。
消息面上，大和发布研报称，尽管美国关税最终的局势发展仍高度不确定，但认为这并不改变该行对中国内需消费股具吸引力的观点，反而强化中国将进一步提振内需的看法。方正证券指出，关税影响下，促内需有望加速各地生育政策落地。2025年政府工作报告已提出“发放育儿补贴”，呼和浩特市已于2025年3月率先实施育儿补贴政策，并为产妇每人每天提供“一杯奶”。该行认为，由于美国对华加征关税影响我国出口，促内需政策较为迫切，育儿补贴相关政策或有望加速落地于各地实施，乳制品需求有望得到显著提振。建议关注受益于育儿补贴政策的奶粉龙头中国飞鹤。
此外，建银国际近期研报指出，将中国飞鹤目标价从4.5港元上调44%至6.5港元，维持“跑赢大市”评级。该行认为，集团将继续保持至少10%的每股股息增长，相当于2025财年的股息率为5.7%，足以支撑其估值。集团2024财年净利润同比增5%至35.7亿元人民币，受婴儿配方奶粉(IMF)增长7%的推动，2024财年收入增长6%。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.