智通财经APP获悉，中金发布研报称，上调首程控股(00697)2025至2026年归母净利润预测7%及6%，至6.5亿元及7.5亿元，分别为同比升58%及16%，主要反映公司核心业务及潜在投资收益增长，维持“跑赢行业”评级。考虑到公司发展态势积极向好，上调目标价5%至2.73港元，相当今明两年市净率各1.8倍及1.9倍。
首程上半年收入及毛利润分别同比提升36%及26%，至7.31亿及2.95亿元，归母净利润同比提升30%至3.39亿元，符合该行预期。公司于今年3月26日宣告特别派息7.68亿元，叠加中期股息2.71亿元，上半年累计宣派股息金额达10.39亿元，对应5.83%的股息收益率。
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