金吾财讯 | 康师傅控股(00322)震荡上行，截至发稿，涨3.58%，报11.86港元，成交额8115万港元。消息面上，麦格理发研报指，预计康师傅2025年下半年销售额将按年微增0.1%，其中速食面业务增长3%，成功抵消饮料业务1.5%的销售下滑。此外，营业利润预计将按年增长13.4%，主要受益于严格的成本控制策略以及有利的原材料价格趋势。该行认为，随著2024年7月速食面产品提价后的低基数效应显现，2025年下半年速食面的销售增长已转为正数，并有望持续至年底。同时，受惠于原材料价格下跌，预计2025年下半年毛利率将按年扩大0.7个百分点。
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