智通财经APP获悉，万洲国际(00288)现跌超4%，截至发稿，跌3.48%，报6.94港元，成交额4410.2万港元。
消息面上，万洲国际近期发布业绩，第一季度营收65.5亿美元，同比增长6%；公允价值调整前净利润3.64亿美元，同比增长21%。其中中国/美国/欧洲营业利润分别同比-14.3/+72.8/-10.2%。中金指出，1Q25利润表现略超市场预期，估计主要与美国养殖业务盈利同比改善有关。
美银证券发表研究报告，认为万洲国际首季财报好坏参半，期内净利润按年增长20.9%，经营利润按年增长20.3%，当中美国业务经营利润增幅达75.4%，胜预期，惟中国业务则下跌14%，逊预期。整体而言，万洲首季财报基本符合该行预期，美国业务的超出预期表现有助抵销中国业务的未达预期。该行认为，公司今年基本面将持续改善，但主要风险仍在于关税和全球贸易局势不稳。
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