该行看好高鑫零售专注于提高产品定价竞争力,但相信公司优化过程仍将经历一段漫长的旅程。里昂发布研报称,高鑫零售(06808)截至3月底止上财年下半年扭亏为盈,由2024财年下半年的亏损12亿元人民币,扭转至2025财年下半年的净利润1.99亿元人民币,并于2025财年慷慨派息15亿元人民币,意味着派息率高达368%。该行将高鑫零售2026财年的净利润预测下调12%,并上调估值基础,由原先预测未来12...
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