大和:降海丰国际(01308)评级降至“持有” 建议等待更佳介入点

智通财经
Mar 11

智通财经APP获悉,大和发布研报称,将海丰国际(01308)评级由“买入”下调至“持有”,宜等待更佳介入点 ,但将目标价由31港元上调至32港元,相当于预测市盈率9倍。海丰国际宣派末期股息每股0.13美元,连同中期股息及特别股息每股0.17美元及0.09美元,2025年全年股息为每股0.39美元,派息率为85%。

海丰国际2025年收入同比增长12%至34.12亿美元,受平均售价及销量分别同比增长4.5%及7.8%支持。毛利率同比扩张1个百分点至38.4%,带动盈利同比增长19%至12.3亿美元。2025年下半年,收入同比下跌1%,毛利率同比下滑5.4个百分点至36.7%,由于去年及2025年上半年基数较高。

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