《大行》 中金上调中烟香港(06055.HK)评级至“跑赢行业” 目标价升至43元

阿斯达克财经
Aug 26, 2025

中金研究报告指出,中烟香港(06055.HK) 今年上半年收入按年增18.5%至103.2亿港元,归母净利润按年增9.8%至7.1亿港元,业绩均好于该行预期,主因烟叶进口发运节奏利好、烟叶出口产品结构优化等。考虑公司作为中国烟草独家境外资本运作平台的稀缺价值、内生加外延成长空间,中金上调公司评级至“跑赢行业”。中金认为,中烟香港现有业务,烟叶进口公司有望强化国际调配能力,实现经营稳中有增;卷烟出口...

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