里昂发表报告指，维他奶国际(00345.HK) 9月底止上半财年销售额按报告基准计算按年上升2%，而内地销售额大致持平，香港销售额按年上升3%。得益于有利的原材料价格下降和严格的销售及分销成本控制，其营业利润率按年增长2.4个百分点。公司目标是在今财年下半年实现正销售增长，尤其是在内地方面，并继续扩大利润率。
里昂认为，维他奶的利润率回升是未来中期盈利增长的主要动力。由于目前估值偏高，维持“持有”评级，目标价则由6.9元上调至9.6元。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-11-26 16:25。)
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