智通财经APP获悉，花旗发布研报称，统一企业中国(00220)管理层上周在南宁举行投资者会议后，对其2025至2027年的收入增长与利润率前景更加乐观。基于收入预测获上调1%及销售费用比率预测获下调，该行对其2025至27年各年净利润预测分别上调4%、4%及8%。采用10.2%加权平均资本成本及4%永续增长率的现金流折现率(DCF)估值模型计，目标价从10.22港元上调至11.9港元。维持“买入”评级。
该行预计，统一企业中国强劲的收入增长将带来正向经营杠杆效应，推动2025年全年销售及管理费用占比同比降低，且净利润增速将大幅快于收入增长。花旗引述管理层重申其饮料与方便面业务均不采取同比提价策略，叠加新品上市，该行预计2025年饮料销售额增速将超过集团整体收入增长。
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