智通财经APP获悉，中信里昂发布研究报告称，将万洲国际(00288)目标价从6.45港元上调17.1%至7.55港元，并维持“跑赢大市”评级。
该行指出，万洲国际2024年第三季销售额同比增3%，净利同比升123%，净利率同比增3个百分点至6%。营业利润(OP)同比增245%，受益于在美国的农场和产品结构优化，而目前增长趋势仍然持续。
由于内地屠宰量和猪肉价格疲软，该行预期猪肉销售的利润压力将持续，但相信包装肉的复苏速度将快于预期。
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