花旗发表报告，将颐海国际(01579.HK) 的评级由“买入”降至“中性”，以反映公司盈利前景逊预期。虽然管理层仍对今年第三方销售呈双位数增长作为目标，主要动力来自于面向企业的业务、海外市场以及通过新产品推动的方便食品业务，但由于受到日历变动影响，加上恶劣天气导致小龙虾季推迟开始，令公司今年首季销售持平。
该行预期，颐海国际不利的销售组合变化及价格竞争，对第三方业务的毛利率造成压力。考虑到对公司销售和毛利率预期被下调，该行将其今明两年的预测下调各16%及19%，目标价由16.4元降至13.7元。(jl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-07 12:25。)
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