智通财经APP获悉，统一企业中国(00220)跌超3%，截至发稿，跌3.06%，报6.98港元，成交额1845.12万港元。
消息面上，麦格理发布研报称，统一企业中国第三季盈利同比增长13%，低于该行预期，主要因为品牌及雪柜投资，以及物流成本上升。不过，公司在10月的业务增长加快，当中汤达人杯面的销售在第三季轻微下跌后，在10月恢复增长。该行将统一企业中国2024年至2026年盈利预测分别调低2.2%、4%及2.7%，以反映第三季的业绩以及更高的广告及促销开支。目标价从9.3港元下调3%至9港元。
高盛也表示，公司第三季盈利同比增长13%至6.69亿元人民币，不及该行预期的超过30%的增幅。虽然毛利率扩张超过2个百分点，但被较高的销售费用所抵销。将统一企业中国2024年至2026年盈利预测调低8至10%，目标价由8.04港元降至7.5港元，将投资评级由“买入”降至“中性”，以反映公司未来可能面临的商品成本压力及明年食品销售增长前景未明。
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