《大行》海通国际升颐海国际(01579.HK)目标价至20元 料盈利质量稳步提升

阿斯达克财经
Apr 20

海通国际发表报告指,根据近期与上市公司交流,颐海国际(01579.HK) 2026年经营战略清晰,重心由规模扩张转向结构优化,B端从拓新转向深耕、海外维持高增、方便速食企稳回升,成本与资本开支可控,盈利质量稳步提升,业绩增长具备较强韧性。公司第三方业务增长动能充沛,B端与海外双轮驱动格局稳固。2026年大B业务预计增速20%至30%,现有约200家客户,产品由香辛料、鸡精等边缘品向酱料、调料等...

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