金吾财讯 | 六福集团(00590)股价表现疲软,午后跌幅轻微扩大,截至发稿,报20.9港元,跌2.79%,成交额983.62万港元。高盛发表研究报告指出,六福集团6月底止季度于中国内地、香港及澳门地区均录得同店销售增长分别按年上升19%及升3%,相较3月底止季度的按年增为增长2%及下跌12%,实现按季改善,主要得益于比较基数较低。六福集团店铺关闭数量超出预期,内地净关店128家,高于3月止季度的60家净关店,显示关店步伐较该行预测的2026财年上半年48家更多;而香港澳门及海外市场在6月止季度则有3家净开店,领先高盛预测的2026财年上半年3家净开店。该行将六福集团2026及2027财年净利润预测分别下调6%和1%,反映香港及澳门同店销售增长复苏较慢,和收购金至尊后带来的成本压力上升。12个月目标价上调至23港元,认为其上行空间有限,维持“中性”评级。
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