智通财经APP获悉，大和发布研报称，百胜中国(09987)股价于2月5日(昨日)升11%，公司2025年第四季业绩胜预期。该行认为升势由于投资者对中国餐饮业竞争与定价环境的认知转变。肯德基2025年第四季同店销售增好过预期，加上外送渠道于1月上调价格，显示消费者信心复苏及行业定价趋于理性。尽管百胜中国管理层预测2026年营业利润率仅同比微升，但随着中国市场竞争态势改善，预期其利润率仍有胜市场预期的空间。该行重申百胜中国“买入”评级，目标价升至520港元。
智通财经APP获悉，大和发布研报称，百胜中国(09987)股价于2月5日(昨日)升11%，公司2025年第四季业绩胜预期。该行认为升势由于投资者对中国餐饮业竞争与定价环境的认知转变。肯德基2025年第四季同店销售增好过预期，加上外送渠道于1月上调价格，显示消费者信心复苏及行业定价趋于理性。尽管百胜中国管理层预测2026年营业利润率仅同比微升，但随着中国市场竞争态势改善，预期其利润率仍有胜市场预期的空间。该行重申百胜中国“买入”评级，目标价升至520港元。
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