近日,大和发布研究报告称,在主要竞争对手加价和原材料成本下降的有利竞争环境下,重申 统一企业中国 “买入”评级。公司调整今年的同比收入增长目标至 5%,为公司在中期业绩时给予的收入增长指引范围下限。该行相信,公司指引稍胜市场预期。此外,大和称,棕榈油价格自 2024 年 11 月的近期高点以来已下降约 10%,这在一定程度上缓解了市场对统一毛利率收缩的担忧。
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