智通财经APP获悉，高盛发布研报称，统一企业中国(00220)第三季收入大致平稳，当中食品业务增长低至中个位数;饮料业务跌低至中个位数;及代工生产业务持续同比增长三位数的百分比。展望未来，由于竞争持续激烈，该行对公司明年前景保持谨慎，预计销售增长6%，将目标价由9.3港元降至9港元，维持“中性”评级。
报告提到，统一的管理层表示，公司于10月仍在进行饮料产品去库存的工作，而面条的表现保持在正常轨道。虽然消费疲弱且竞争激烈，公司对第四季仍持谨慎乐观的态度，并维持集团今年全年销售增长6至8%的目标，同时相信第四季持续的毛利率扩张和开支比率更具可见性。该行表示，由于饮料业务表现疲弱，稍微抵销了面条业务改善和代工生产业务的增长，因此将公司的销售预测调整1%。由于营运去杠杆化，该行又将公司净利润预测下调3至4%。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.