里昂发表研究报告指，中国飞鹤(06186.HK) 去年下半年纯利不如预期，叠加锁定利润活动及整体市场气氛疲弱，上日(31日)股价急跌11%。公司目标今年销售增长加快，并料其12亿元人民币补贴对盈利没有显著影响，同时会透过改善成本分配及提升效率去减轻影响。该行料，今年会有更多政策刺激生育率，或对交易情绪有提振作用。
该行将公司今明两年的纯利预测下调3%至4%，目标价由7.27元降至7.1元，考虑潜在政策刺激、表现趋稳定及派息慷慨(预测今年股息率6%)，将投资评级由“跑赢大市”升至“高度确信跑赢大市”。(vc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-01 12:25。)
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