金吾财讯 | 中国食品(00506)随市走低，截至发稿，报2.75港元，跌3.17%，成交额523.59万港元。消息面上，摩根士丹利发报告指，对中国食品2024-2026年每股盈利预测下调4-5%，以反应1）销售额预测下调12-13%，考虑餐饮需求复苏疲软、碳酸饮料销销疲软，饮用水价格竞争等因素；2）将2024年毛利率假设下调0.8个百分点，将2025和2026年分别下调0.4和0.3个百分点；3）随着公司减少促销活动，将运营支出假设降低1.2-1.4个百分点。该行将中国食品目标价由3.4港元下调，11.8%至3港元维持评级“与大市同步”。
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