中金发表研报指，联想控股(03396.HK) 2024财年收入按年上升18%，基本符合市场预期；归母净利润则低于市场预期，主要由于产业孵化投资板块业务亏损大于预期。
中金指，考虑到产业营运板块业务修复进展好于预期，故上调对联想控股2025财年收入预测8.5%；鉴于利润修复节奏尚存不确定性，维持2025财年归母净利润预测基本不变。同时引入2026财年收入预测5,873亿元人民币(下同)及归母净利润48.86亿元。
中金维持对联想控股的“跑赢行业”评级，考虑业务增长及市场风险偏好修复，上调目标价25%至10港元。(js/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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