金吾财讯 | 万洲国际（00288）盘中股价下跌2.51%，暂报6.42港元，成交额6097.68万港元。消息面上，中金公司新近发布研报指，公司3Q26收入67.83亿美元（同比-4.3%）；经营利润4.65亿美元（同比-30.3%）；核心归母净利润（剔除生物公允价值变动）2.44亿美元（同比-44.9%）。3Q26利润表现略低于市场预期，与美国上游屠宰承压有关。由于美国猪价格及肉价回落，该机构下调公司26/27年收入5.58%/1.07%到274.26/283.96亿元，下调26/27归母净利润20.32%/17.54%到134.12/145.02亿元，当前股价对应26/27年7.8/7.2倍P/E。考虑到盈利预测下调，该机构同步下调目标价25%到8.25元/股，对应2026/2027年10/9倍P/E，较当前股价有29.51%上行空间，维持跑赢行业评级。
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