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大行評級|里昂:上調蒙牛目標價至20.1港元 乳品股迎來消費需求復甦
格隆匯 11-06 11:02

里昂發表研報指,內地乳品股迎來消費需求復甦,同時原奶價格亦正回穩,跌勢正收窄,龍頭伊利預期第四季及明年盈利情況可持續改善。該行憧憬蒙牛的非經營成本水平將更能受益於原奶價格回升的趨勢,假設明年第三季原奶價格轉勢回升,預測伊利及蒙牛明年淨利潤將分別增加約7.31億及5.5億元。

里昂相應將蒙牛其今明兩年純利預測下調0.7%及2.7%,2026年純利預測上調4%,目標價從19.4港元提升至20.1港元,維持“跑贏行業”評級。

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