智通财经APP获悉，万洲国际(00288)涨近3%，截至发稿，涨2.51%，报10.2港元，成交额6543.33万港元。
瑞银发布研报称，万洲国际过去两年一直是该行的行业首选股之一，因公司拥有独特的综合营运模式，涵盖包装肉制品、鲜猪肉及生猪养殖，而且多元化的业务布局横跨中国、美国及欧洲。展望未来，该行相信万洲国际正进入盈利波动性较低的阶段，将受惠于美国更趋于稳定生猪价格前景，以及业务策略转向利润较高的包装肉制品，将提升盈利及股东回报的能见度。该行将万洲国际2025及2026年每股盈利预测分别上调1%及4%，预期将按年增长7%及4%。
星展此前指出，生猪养殖产能精简至1,150万头有助于利润率提升，加上有利的猪价(2025年上涨9%)及较低的饲料成本，这些因素应能支持公司2025年第四季度营业利润实现双位数增长。2026年，包装肉销量可能温和增长，因为猪肉相比牛肉仍是一种更实惠的蛋白质来源；而定价能力、产品组合优化以及持续的效率提升，可能推动营业利润实现中单位数增长。
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.