花旗发表报告，指近期与颐海国际(01579.HK) 进行交流，预期2025年上半年收入及纯利将持平。虽然第三方销售预计可实现个位数增长，但将被关联方销售下滑所抵消，整体营收料维持平稳。由于产品组合变动及价格竞争加剧，第三方业务毛利率可能面临压力。尽管基本面表现平淡，但当前估值水平尚属合理，相当于预测市盈率15.6倍且股息率达5.7%。维持“中性”评级。基于第三方及关联方销售预期下调，该行将颐海...
Source Link花旗发表报告，指近期与颐海国际(01579.HK) 进行交流，预期2025年上半年收入及纯利将持平。虽然第三方销售预计可实现个位数增长，但将被关联方销售下滑所抵消，整体营收料维持平稳。由于产品组合变动及价格竞争加剧，第三方业务毛利率可能面临压力。尽管基本面表现平淡，但当前估值水平尚属合理，相当于预测市盈率15.6倍且股息率达5.7%。维持“中性”评级。基于第三方及关联方销售预期下调，该行将颐海...
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