麦格理发表研究报告指，九兴(01836.HK) 第四季货运量按年升3%，惟由于不利的产品组合及原材料价格下跌，令均价下降3.1%。集团收入按年跌1.1%。
报告提到，九兴管理层指出，由于奢侈品牌的订单减弱及转向较低均价产品，预计集团今年的销量增长将达5%，而均价将跌1至2%，目标今年经营利润率按年扩大。不过，麦格理对这个目标有所保留，因为新产能投产后需要一段爬坡期，才能达到全面的利用率，而且管理层预期工人的薪资将按年升逾5%。
该行上调集团2024至25财年的净利润预测4.7%及8%，目标价上调9%，由11元升至12元，维持“跑输大市”评级。(sl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-10 12:25。)
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