《大行》里昂升青啤(00168.HK)目标价至64元 料利润率持续扩张

阿斯达克财经
31 Mar

里昂发表报告指,青岛啤酒(00168.HK) 去年第四季的收入增长大致与预期相符,平均售价趋势较第三季改善,但净利率因毛利率较低而略低于预期。该行认为重点应放在公司2025年的展望,并认为其销量跌幅在今年会转为正增长,而利润率扩张应会随着原材料价格下跌而持续。

该行将青啤H股目标价由57港元上调至64港元,A股目标价由84人民币上调至91人民币。维持评级“跑赢大市”。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-31 12:25。)

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