中金发表研究报告，预计恒安国际今年上半年收入按年有所下滑，其中纸巾业务收入按年有所企稳，或有单位数增长，同时湿纸巾亦有良好表现；但卫生巾业务受315事件影响，行业整体受到较大冲击，预估上半年收入或有低双位数的下滑。 考虑到市场竞争仍较激烈且公司需要新品投放，中金下调该公司2025年净利润预测26%至22.9亿元，新引入2026年纯利预测24.12亿元，维持“中性”评级。考虑盈利预测调整及港股消费板块估值有所提高，中金下调该股目标价15%至25.5港元，对应预测2025、2026年约12及11.3倍市盈率(P/E)。
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