智通财经APP获悉，高盛发布研报称，百威亚太(01876)将于10月底公布第三季业绩，预测行业需求疲弱、天气不利影响及持续去库存，将拖累中国市场销量继续受压，表现或逊于行业。该行将百威亚太2026至2028年经常性纯利预测下调7%至12%，目标价由7.3港元降至6.9港元，维持"买入"评级。
高盛预期第三季百威亚太中国EBITDA压力大于收入及毛利，主要由于营运去杠杆更明显、新渠道/新产品推广令销售及营销费用率上升，加上居家/O2O占比增加及油价上升带动配送开支增长。
该行目前预测按有机口径，集团第三季收入及EBITDA将下跌10%及18.1%;以美元计，第三季按报告口径纯利预期达到1.01亿美元，经常性纯利1.42亿美元，分别同比跌45.4%及30.4%。
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