中粮家佳康(01610)盘中拉升逾8%,截至发稿,股价上涨6.49%,现报1.64港元,成交额3.93亿港元。
近日,中金发布研报称,基于2025年猪价平稳回落的判断,下调中粮家佳康(01610)25年归母净利润预测16%至7.6亿元,引入26年归母净利润预测11.5亿元。当前股价对应2025/26年8/5倍P/E,维持跑赢行业评级。兼顾公司恢复性成长及盈利预测调整,维持目标价1.8港币,对应2025/26年10/7倍P/E。2024年业绩中粮家佳康公布2024年业绩符合市场预期,收入同比-5.3%至163.26亿元,生物资产公允价值调整前/调整后归母净利润为2.59/5.38亿元,同比+0.82/+5.48亿元,业绩符合市场预期,盈利增长因生猪养殖完全成本大幅改善。
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