智通财经APP获悉，H&H国际控股(01112)涨超3%，截至发稿，涨2.84%，报12.33港元，成交额3844.56万港元。
长江证券发布研报称，公司奶粉业务在经历了老产品去库存周期及新国标更新后的补货后，于2025Q1迎来正增长。且落地后动销超预期，2025Q1增速超40%。该行看好公司长期以来积累的品牌运营能力及全球化家庭全成员营养品供应商定位。
大摩表示，在获该行“与大市同步”评级内地消费品股中，认为H&H国际控股有较高的重新评级的可能性。大摩对H&H目标价由11.5港元升至13.4港元，认为下半年奶粉基数较低，且1-2阶段奶粉产品需求强劲，预计未来几季表现改善。
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