该行认为公司持续经营业务整体实现稳健发展。中金发布研报称,考虑地产科技等业务受地产行业下行拖累,下调美的置业(03990)2025年归母核心净利润预测11%至6.07亿元(同比+20%),引入2026年预测6.76亿元(同比+12%)。维持跑赢行业评级,切换估值方法至股息收益率以反映公司积极的派息政策,同时上调目标价21%至4.25港元/股(对应7.5%目标2025年股息收益率和8%上行空间)。...
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