瑞银研究报告指，高鑫零售(6808.HK)2026财年上半年收入按年下降12%至305亿元，录得净亏损1.23亿元，对比去年同期录净利润2.06亿元。该行指，上半财年的一次性拖累因素包括利息收入按年减少8,400万元、华中地区业务优化的相关成本，以及门店改造期间租金收入减少。公司宣派中期息每股0.085港元，派息总额达7.35亿元，股息率为4.5%，符合市场预期及管理层指引。基于竞争压力、一次性成本拖累及税务负面影响，该行将高鑫零售2026至28财年每股盈利预测下调14%至79%；目标价由2.7港元降至2.4港元，评级“买入”。
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