《大行》高盛降中国飞鹤(06186.HK)评级至“中性” 目标价下调至4.3元

阿斯达克财经
Sep 02

高盛研究报告表示,中国飞鹤(06186.HK) 今年上半年销售额、净利润按年下降9.4%、47%,公司进一步下调全年销售指引至210亿元人民币(含增值税)或约190亿元人民币(扣除增值税,意味按年下降双位数),因第三季度继续去库存及延迟推出超高端产品。

高盛表示,虽然认可公司在产品组合优化、线上增长更具韧性及婴幼儿配方奶粉毛利率稳定的努力,但预期至2025年底将进一步去库存,并需增加营销投入以重夺市场份额,将中国飞鹤从“买入”降级至“中性”,因竞争动态仍是高盛对其下半年收入及盈利表现的主要担忧;12个月目标价下调至4.3港元。(hc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-09-01 16:25。)

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