* 运营“大润发”连锁超市的中国高鑫零售6808.HK周三午盘跌幅扩大至4.9%，报2.12港元，创5月26日以来新低。
* 花旗在报告中表示，将高鑫零售的评级从“买入”下调至“中性”，目标价从2.09港元上调至2.35港元，当前估值已在很大程度上反映了近期通过提升效率实现的业务复苏。
花旗预计，由于平均售价下降（尽管客流量保持稳定），该公司2026财年第一季度（即4-6月）的销售额将录得中到高个位数的百分比同比降幅。平均售价的下降很可能是受电商平台大力扩张即时零售业务的短期影响。
* 高鑫零售今年迄今跌14.5%，同期恒生指数.HSI上扬25.5%。
* 恒生综合行业指数 - 必需性消费.HSCICS盘中一度升1.3%。（完）
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(发稿 徐凯文；审校 张喜良)
((kaiwen.xu@thomsonreuters.com))
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