金吾财讯 | 华润饮料(02460)股价走高，午后变动不大，截至发稿，报7.44港元，涨幅3.19%，成交额1486.68万港元。里昂发布研报称，华润饮料公布一项自愿性股息计划，预期在2026至2028财年各年支付每股不少于0.37元人民币的年度总股息。里昂认为，这显示出公司对股东回报的关注日益增加，隐含的最低股息率将为股价提供下行支持，尽管需求端盈利存在不确定性以及面临PET成本价格的压力。该行将华润饮料目标价设定在10.7港元，基于预测未来12个月市盈率的18倍，因增长前景较快，重申华润饮料“跑赢大市”评级 。中金公司表示，公司保证未来3年绝对派息金额，彰显对长期稳健股东回报的重视，在当下较为波动的外部原材料和市场竞争环境下，该行认为公司股息率具备较大吸引力。予华润饮料26年盈利预测10.47亿元，基本维持27年盈利预测，当前交易在15/13倍26/27年市盈率；目标价10港币,对应20/17倍26/27年市盈率和34%上行空间，维持跑赢行业评级。
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.