智通财经APP获悉，瑞银发布研报称，下调对高鑫零售(06808)2025至2027财年每股盈利预测3%至15%，基于今年一次性项目以及潜在关店拖累收入，但被经营开支成本控制抵销，目标价由2.64港元降至2.5港元，维持“买入”评级。
该行指出，剔除一次性拖累因素，预计公司2025财年经常性净利润将超过市场预期。2026财年门店改造和产品组合调整将较2025财年加速，从而推动净利润率扩张，并可能超出管理层此前设定的1.5%长期净利润率目标，市场对此尚未完全反映。该行预计公司2025财年下半年同店销售增长较上半年0.3%的增长加速，受惠于产品价格竞争力提升带动线下客流量改善，预测2025财年净利润将达4.5亿至5.4亿元人民币。
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