智通财经APP获悉，晨星发布研报称，上调窄护城河的中国旺旺(00151)公允价值预测2%至每股6.5港元，主要原因是人民币走强和货币时间价值的影响。
晨星表示，中国旺旺即将在今年6月公布截至2026年3月止全年业绩，该行维持对该公司收入预测，因为该公司在新兴渠道方面的销售额不断增加。然而，由于促销费用增加及来年投入成本上升，该行将净利润预测下调3%-5%。
公司管理层强调新兴渠道的扩张能够提振两年度的销售额。管理层强调，为满足不断变化的消费者需求，公司加大了对快速电商平台的投资，这导致下半年度销售费用增加。棕榈油是旺旺米饼和零食业务的主要投入成本。近期棕榈油价格飙升，加上大宗商品市场(尤其是原油)整体不确定性加剧，可能会对来年度毛利率造成压力。
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