港股异动 | 万洲国际(00288)午前跌近4% 美国猪肉业务带动业绩表现 国内猪肉销售仍面临盈利压力

智通财经
31 Oct 2024

智通财经APP获悉,万洲国际(00288)午前跌近4%,截至发稿,跌3.92%,报6.13港元,成交额5185.11万港元。

消息面上,万洲国际公布前三季度业绩,收入188.66亿美元,同比减少3.19%;公司拥有人应占利润为10.81亿美元,同比增长89.98%。期内,肉制品销售为228.2万吨,同比下跌4.4%。于中国及美国,销量分别下跌7.7%及3.1%,主要由于消费需求疲软。期内,猪肉的销量下跌7.6%。

里昂发表报告指出,万洲国际第三季度销售升3%,纯利更大升1.2倍,主要受惠优化美国业务,带动净利润率上升至6%。里昂预期,万洲在中国猪肉销售将持续面临盈利压力,受累于生猪屠宰量及猪价疲弱,但相信包装肉类的复苏将较预期来得更快。基于业务最新情况,里昂继续看好万洲,重申“跑赢大市”评级,目标价上调17.1%至7.55港元。

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