智通财经APP获悉，中国飞鹤(06186)涨近3%，截至发稿，涨2.6%，报5.92港元，成交额4134.38万港元。
瑞银发布研报指出，中国飞鹤管理层上周在北京表示料下半年销售会比上半年更好，受惠于第三季销售走势上升，以及因为更好的产品组合而就今年的收入及净利率增长提供指引，分别为5%至10%以及逾10%。该行认为，公司股份比起香港其他消费品上市公司的估值偏低，将目标价由5.1元升至6.65元，评级“买入”。
瑞银指，由于今年新生率回升，而中国飞鹤逾70%的销售都来自第二和第三期的初生婴儿配方奶粉，以及即将推出的生育资助，料公司2025年至2026年的收入会改善，同时上调今年至2026年的每股盈利预测分别3%至13%。
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