金吾财讯 | 百胜中国(YUMC)震荡上行，截至发稿，涨3.57%，报45.15美元。东吴证券研报指，百胜中国Q3系统销售额同增4%，主要得益于4%的净新增门店贡献以及1%的同店销售额增长。基于 Q1-3表现，该机构调整2025-2027年收入预测至117/124/131亿美元(前值120/128/135亿美元)，2025-2027年归母净利润预测至9.18/9.89/10.59亿美元(前值9.52/10.17/10.91亿美元)，当前市值对应2025-2027年PE为17x/16x/15x，维持“买入”评级。光大证券研报称，维持百胜中国2026-2027年归母净利润预测为10.02/10.74亿美元，折合2025-2027年EPS分别为2.53/2.77/2.97美元。当前股价对应2025-2027年PE分别为17x/16x/15x，公司为西式快餐龙头企业，具备较强的数字化和供应链能力，两大核心品牌在渠道下沉方面仍具备一定增长空间，维持“买入”评级。
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