智通财经APP获悉，瑞银发布研究报告称，将统一企业中国(00220)2024至2026财年净利润预测上调10%至13%，同时将其目标价由8.05港元上调至9.14港元，重申“买入”评级。公司今年首九个月净利润同比升11.4%，略低于市场普遍预期的同比升13%，但仍优于该行预期。
该行认为，统一旗下面类及饮料板块的持续合并，将可以适度提高其研发成本效率。该行预计，第四季度利润增长将主要由营收增长推动。随着饮料板块早前亏损所带来的税收优惠逐渐消失，其有效税率可能将会略有上升。
报告引述统一管理层指，今年10月营收增长将进一步加速，主要归功于面类板块。该行则认为，鉴于同业康师傅控股(00322)旗下面类及饮料板块的价格上涨，统一将会进一步减少对经销商的销售折扣。
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