金吾财讯 | 中烟香港(06055)盘初受压，截至发稿，跌7.86%，报25.2港元，成交额9784万港元。消息面上，中烟香港公告，截至2024年12月31日止年度公司权益持有人应占年内利润8.54亿（港元，下同），同比增长42.58%，每股基本盈利1.23元。建议派发末期股息每股普通股0.31元，连同已派发的中期股息每股0.15元，全年股息合计每股0.46港元，同比增长43.8%。期内，收入为130.74亿元，同比增长10.46%。毛利为13.78亿元，同比增长26.58%。中金表示，公司归母净利润高于业绩预告及该行预期，主因卷烟出口、烟叶出口等毛利率提升向好。分半年度看，1H/2H24公司收入分别同增12.4%/6.8%，归母净利润分别同增40.8%/48.4%。此外，公司全年合计派息0.46港元/股，分红率约37%。考虑卷烟出口等业务盈利能力趋于改善，上调2025年归母净利润预测11%至9.4亿港元，引入2026年归母净利润预测10.1亿港元。基于盈利预测调整上调目标价13%至31.5港元。
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