招商证券发表研究报告指，百胜中国(09987.HK) 去年业绩符预期，上季同店销售增长及利润率优于预期；另其店铺扩张速度略快于预期，集团去年末季开设492间店铺，正迈向2026年达到超过2万店铺的目标。
报告提到，百胜中国指强劲的农历新年表现未能持续，而且其后的消费情绪相对疲弱。招商证券指出，肯德基部分菜单调高价格后，对整体同店销售增长并无显著的负面影响，因此对肯德基在大众市场的竞争力及整体经营利润率保持信心。
该行续表示，集团的股东回报方面，百胜中国除了拟于今明两年向股东回馈30亿美元，季度公司每股现金股息增加50%亦将是吸引投资者的亮点。该行维持集团“买入”评级，H股目标价由461元调升至474元，并继续将集团列为在中国唯一推荐的餐饮业股。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-07 16:25。)
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