智通财经APP获悉，摩根大通发布研报称，上调浙江沪杭甬(00576)目标价4%，从6.8港元升至7.1港元，维持“增持”评级。小摩现保守预计该公司2025/2026财年收入和税后净利润(NPAT)复合年增长率(CAGR)同比增2-3%，主要是该公司相对同业，对中国出口需求的敞口较大。股息方面，预计该公司每股股息持平，去年已经上升至0.385元人民币，2025/2026财年股息率料为6.5%，在中国同行中已经算最高。
小摩指，浙江沪杭甬2025年第一季业绩强势，因此更新对该公司的模型。该公司年初至今股价上涨13%，显著跑赢CSI300指数。业绩强势主要受惠于贸易紧张的宏观环境下投资者情绪转向防御性股票。
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