【高盛:维持蒙牛乳业(02319.HK)“买入”评级 降目标价至22.8港元】智通财经APP获悉,高盛发布研报称,考虑到市场需求仍然疲弱,预期蒙牛乳业(02319.HK)今年全年液态奶销售将同比下跌约3%,对比上半年跌约5%。高盛将蒙牛2025至2027年销售预测下调约2%,经常性净利润下调约1%,蒙牛2025年联营公司分摊亏损预测从4.15亿元人民币调整至7.34亿元人民币。目标价从23港元调整至22.8港元,认为蒙牛具利润率韧性及成本优势,维持“买入”评级。
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