里昂表示，万洲国际(00288.HK) 2025年上半年营业利润按年增长10.4%，营业利润率提升1.4个百分点。销售额按年增长8.9%，为2020年下半年以来最佳表现。美国及墨西哥业务受猪肉价格上涨推动，营业利润显著增长，每吨利润达到历史高位，且2025年第二季度包装肉制品业务销量实现正增长。
在中国市场，里昂对公司推行的专业化品类管理、拓展低渗透区域以及包装肉制品销售渠道改革持乐观态度。管理层上调2025年美国业务营业利润指引，并预计中国包装肉制品销量将持续改善。该行维持万洲“高度确信跑赢大市”评级，并将目标价上调至9.26港元。(ad/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-15 16:25。)
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