智通财经APP获悉，万洲国际(00288)午后涨近3%，截至发稿，涨2.84%，报7.25港元，成交额1.5亿港元。
消息面上，万洲国际此前发布年度业绩。中金指出，公司2024年收入259.4亿美元，同比下滑1%；核心归母净利润（剔除生物资产价值变动）14.7亿美元，同比增长143%。2024年利润略超市场预期，预计与4Q美国肉制品业务吨利较高且上游猪肉业务盈利情况好于预期有关；预计2025年盈利情况继续改善。
里昂发布研报称，展望2025年，尽管面临平均售价压力，但中国内地包装肉类销量仍将受销量推动，而猪肉销量应会有所改善。该行预计美国将受益于生猪价格的高企和产量的平稳减产。该行认为，派息比率50%、股息率约7%，使公司具有吸引力。
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