智通财经APP获悉，建银国际发布研报称，将百胜中国(09987,YUMC.US)目标价由442.3港元，调高2.5%至453.2港元，及由56.7美元，调高2.5%至58.1美元，维持“跑赢大市”的投资评级。建银国际称，参加了百胜中国于2025年11月17日在深圳举行的投资者日活动。该公司发布了未来5年的全新RGM 3.0(韧性、成长、护城河)策略，并制定了扩张计划，以扩大系统销售规模。
百胜中国概述了一项网络计划，目标是在2028财年达到2.5万多家门店，并在2030财年达到3万多家门店。该计划以多元化的品牌、细分的产品和服务以及根据不同客户需求量身定制的差异化门店模式为基础。
建银国际将2026财年的核心盈利预测上调3%，主要原因是提高了 POS 增长预期。在2026财年市盈率维持在22倍不变的情况下，该行上调了美国股票及香港股票的目标价。百胜中国计划从2027财年起将100%的自由现金流分配给股东，预计2027-2028财年平均年回报为9-10亿美元，相当于约6%的年化股东回报率。
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