高盛:上调碧桂园服务(06098.HK)目标价至6.3港元 评级升至“中性”

智通财经
Aug 29, 2025
【高盛:上调碧桂园服务(06098.HK)目标价至6.3港元 评级升至“中性”】智通财经APP获悉,高盛发布研报称,碧桂园服务(06098.HK)上半年核心净利润为16亿元人民币,同比减15%,相当于该行原先对其全年预测的53%。即使本身规模庞大,其核心业务收入增幅跑赢同业,但毛利率同比减少3个百分点。该行指,将公司在2025年至2027年核心净利润预测平均上调4%,同时将其目标价由5.1港元上调至6.3港元,其评级由“沽售”升至“中性”,主要是集团经过多年艰苦的业务重组,包括退出业绩不佳的合同,以及透过缩减非核心业务重新聚焦核心业务,经常性业务规模保持稳定,现金流前景改善。

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