智通财经APP获悉，高盛发布研报称，基于第二季表现预期偏软，将万洲国际(00288)2026至2028年纯利预测下调1%至2%，目标价由11.8港元下调至11.1港元，维持“中性”评级。
该行预测万洲今年第二季经营溢利同比录得高单位数跌幅，拖累上半年整体表现至同比大致持平，其中预测中国业务次季经营溢利将同比跌11%，生猪生产在猪价下跌下仍然偏软，惟营运改善下亏损较首季收窄。国际业务方面，美国包装肉面临牛肉及运费成本上升，但生猪生产商品价格环境仍具支持性; 欧洲生猪生产业务受高基数影响录得高双位数跌幅，包装肉则维持强劲双位数增长。
展望下半年，高盛认为内地消费环境仍然好坏参半，但相信万洲中国业务可灵活控制包装肉推广力度，美国业务成本结构亦可改善; 欧洲生猪业务预期在猪价回稳下，亏损将由第三季起收窄。
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