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00001 长和
已收盘 06-24 16:08:03
67.750
+0.750
+1.12%
最高
68.050
最低
66.400
成交量
807.34万
今开
67.400
昨收
67.000
日振幅
2.46%
总市值
2,595亿
流通市值
2,595亿
总股本
38.30亿
成交额
5.45亿
换手率
0.21%
流通股本
38.30亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
香港恒生指数收涨1.22%,半导体板块领涨丨港股收评
21世纪经济报道 · 05-06
香港恒生指数收涨1.22%,半导体板块领涨丨港股收评
大行评级丨大摩:上调长和目标价至78港元,维持“增持”评级
中金财经 · 05-06
大行评级丨大摩:上调长和目标价至78港元,维持“增持”评级
美银证券:长和(00001)出售英国电讯业务增强财务灵活 维持“买入”评级
智通财经 · 05-06
美银证券:长和(00001)出售英国电讯业务增强财务灵活 维持“买入”评级
高盛:长和(00001)出售Vodafone Three 49%股权料提升备考基准盈利7%
智通财经 · 05-06
高盛:长和(00001)出售Vodafone Three 49%股权料提升备考基准盈利7%
创业板大超3%,科创50疯涨超7%,芯片半导体集体爆发,白酒调整、五粮液跌4%
华尔街见闻 · 05-06
创业板大超3%,科创50疯涨超7%,芯片半导体集体爆发,白酒调整、五粮液跌4%
和记黄埔以58亿美元卖了沃达丰股份
环球市场播报 · 05-05
和记黄埔以58亿美元卖了沃达丰股份
长和(00001.HK):拟43亿英镑注销VodafoneThree持股
中金财经 · 05-05
长和(00001.HK):拟43亿英镑注销VodafoneThree持股
长和将持有的VodafoneThree 49%股权注销,预计获约47亿港元处置收益
公告速递 · 05-05
长和将持有的VodafoneThree 49%股权注销,预计获约47亿港元处置收益
长和2026年4月股份变动月报:股本维持不变
公告速递 · 05-04
长和2026年4月股份变动月报:股本维持不变
瑞银:出售百佳对长和(00001)盈利及估值影响有限 评级“买入”
智通财经 · 04-21
瑞银:出售百佳对长和(00001)盈利及估值影响有限 评级“买入”
大摩:长和(00001)资本循环再造属正面 给予增持评级
智通财经 · 04-21
大摩:长和(00001)资本循环再造属正面 给予增持评级
花旗:百佳和惠康潜在合并面临可行性及耗时甚长关键风险
智通财经 · 04-20
花旗:百佳和惠康潜在合并面临可行性及耗时甚长关键风险
大行评级丨小摩:维持长和“增持”评级,认为怡和没有强烈动机收购百佳
中金财经 · 04-20
大行评级丨小摩:维持长和“增持”评级,认为怡和没有强烈动机收购百佳
李嘉诚弃中药押创新出状况?和黄医药11倍利润暴涨靠卖资产撑场,手握3款自研肿瘤药却困于转型局|财报异动透视镜
华夏时报网 · 04-18
李嘉诚弃中药押创新出状况?和黄医药11倍利润暴涨靠卖资产撑场,手握3款自研肿瘤药却困于转型局|财报异动透视镜
传怡和拟收购长和(00001)旗下百佳超市 香港两大超市巨头有望合并
智通财经 · 04-17
传怡和拟收购长和(00001)旗下百佳超市 香港两大超市巨头有望合并
怡和集团洽购李嘉诚旗下长和超市业务 拟将百佳与惠康合并
美股速递 · 04-17
怡和集团洽购李嘉诚旗下长和超市业务 拟将百佳与惠康合并
瑞银:预计长和(00001)可受惠于油价上升 太古A(00019)则受不利影响
智通财经 · 04-01
瑞银:预计长和(00001)可受惠于油价上升 太古A(00019)则受不利影响
长和3月无新增发行或股份变动
公告速递 · 04-01
长和3月无新增发行或股份变动
长城证券:国产蓝莓已成为水果消费升级代表 持续看好行业需求增长和竞争格局优化
智通财经 · 03-26
长城证券:国产蓝莓已成为水果消费升级代表 持续看好行业需求增长和竞争格局优化
高盛:长和(00001)各业务稳定增长 资产出售助降负债
智通财经 · 03-20
高盛:长和(00001)各业务稳定增长 资产出售助降负债
暂无数据
公司概况
公司名称:
长和
所属市场:
SEHK
上市日期:
--
主营业务:
长江和记实业有限公司是一家主要从事保健和美容产品零售业务的投资控股公司。该公司通过四个部门运营其业务。零售分部主要从事零售业务,包括保健及美容产品、超级市场、消费电子及电器产品、洋酒、香水及化妆品,同时还从事制造及分销瓶装水与饮品。电讯分部主要提供综合电讯与数码服务。港口及相关业务分部主要从事经营港口及码头以及提供港口相关的物流服务。基建分部于能源、交通、水处理、废物管理、转废为能、屋宇服务基建及基建相关业务拥有多元化投资。该公司还从事财务及投资业务。
发行价格:
--
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16:29","pubTimestamp":1778056140,"startTime":"0","endTime":"0","summary":"5月6日,香港恒生指数收涨1.22%,恒生科技指数涨0.82%。半导体板块领涨,澜起科技涨超16%,兆易创新涨超14%,华虹半导体涨超9%。有色金属板块上涨,赤峰黄金涨超11%,灵宝黄金、创新实业涨超8%。耐用消费品板块下跌,卡森国际跌超6%,布鲁可跌超5%,舍图控股跌超4%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605063728643794.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605063728643794.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4535","HSI","HHImain","MCHmain","HSTECH","02833","CKHUY","BK4585","BK4588","00001","513600","MHImain"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633901431","title":"大行评级丨大摩:上调长和目标价至78港元,维持“增持”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2633901431","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633901431?lang=zh_cn&edition=full","pubTime":"2026-05-06 15:07","pubTimestamp":1778051229,"startTime":"0","endTime":"0","summary":"摩根士丹利发表研报指,长和出售英国电讯业务49%权益是资产回收及变现策略的一部分,有助推动资产净值及收窄折让。该行维持对其“增持”评级,目标价由61港元上调至78港元,预期未来将有更多同类出售交易。该行采用分类加总估值法,将资产净值折让由40%收窄至30%(较十年平均值高1个标准差),并将零售业务的目标市盈率由12倍上调至15倍,以反映欧洲前景改善。该行认为,长和2026年预测市盈率仅11倍、市账率0.43倍、自由现金流收益率达8%,估值吸引,而强劲的资产负债表可能意味着回购或特别股息。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260506/32202604.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["00001","EWH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633909498","title":"美银证券:长和(00001)出售英国电讯业务增强财务灵活 维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2633909498","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633909498?lang=zh_cn&edition=full","pubTime":"2026-05-06 14:34","pubTimestamp":1778049274,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,美银证券发布研报称,长和同意以现金43亿英镑出售其在英国流动电讯营运商VodafoneThree的49%股权,进一步证明长和愿意透过资产货币化来释放价值。虽然出售价格较该行较乐观的估值低约10%,但此交易显著强化长和的资产负债表,并在宏观不确定性下增强了财务灵活性。该行认为长和估值具吸引力,维持对长和“买入”评级,目标价75港元。自Vodafone UK与Three UK于2025年合并成立VodafoneThree以来的七个月内,长和应占的净亏损达5.19亿港元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1438435.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00001","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633905919","title":"高盛:长和(00001)出售Vodafone Three 49%股权料提升备考基准盈利7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2633905919","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633905919?lang=zh_cn&edition=full","pubTime":"2026-05-06 13:44","pubTimestamp":1778046249,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,高盛发布研报称,长和昨天宣布,同意以现金代价43亿英镑,向其合作伙伴Vodafone出售其在英国电讯业务VodafoneThree的49%股权。该行认为,此举并不令人意外,但出售时间较预期早,这或反映Vodafone管理层对英国市场前景的信心。该行预计,交易将为长和带来47亿港元的出售收益。从财务影响来看,长和旗下VodafoneThree去年6月至12月,录得4,900万英镑的税后亏损,同比化计算为8,400万英镑或8.9亿港元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1438410.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1569","IE0032431581.USD","BK1521","LU1064130708.USD","LU2148510915.USD","LU0072462343.USD","LU1048588211.SGD","BK1500","LU1064131003.USD","BK1601","LU1571399168.USD","00001","BK1230"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633971003","title":"创业板大超3%,科创50疯涨超7%,芯片半导体集体爆发,白酒调整、五粮液跌4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2633971003","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633971003?lang=zh_cn&edition=full","pubTime":"2026-05-06 09:59","pubTimestamp":1778032757,"startTime":"0","endTime":"0","summary":"芯片半导体大涨,江波龙涨近20%,北京君正、润泽科技涨逾10%,常山药业、光环新网涨逾9%。GPU概念股爆发,海光信息20cm涨停再创历史新高,总市值超8200亿元,年内涨幅近60%;寒武纪涨逾9%续创新高。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3771617","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0862451753.SGD","000001","BK0188","BK0215","LU2097828557.USD","LU1979443071.USD","399006","512510","688347","LU0856984785.SGD","LU1580142542.USD","LU0819121731.USD","512880","LU1064130708.USD","000688.SH","LU1934453819.USD","LU0327786744.USD","000858","688981","BK1610","BK4588","LU1969619763.USD","588200","LU0572944931.SGD","000905.SH","LU2097828805.USD","BK0164","BK0183","LU0890818403.SGD","00001","CKHUY","01347","BK0012","HSTECH","LU2097828474.EUR","BK0028","BK0187","159967","BK0175","399001","BK4535","510300","LU0370786039.SGD","LU1064131003.USD","LU1655091616.SGD","LU1781817850.SGD","00981","588840","515890","LU0043850808.USD","LU0048580855.USD","LU2097828631.EUR","BK0196","LU2097828714.EUR","LU2328871848.SGD","LU1808992512.USD","LU1328615791.USD","LU2148510915.USD","BK4585","000300.SH","510880","HSI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633915166","title":"和记黄埔以58亿美元卖了沃达丰股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2633915166","media":"环球市场播报","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633915166?lang=zh_cn&edition=full","pubTime":"2026-05-05 17:54","pubTimestamp":1777974840,"startTime":"0","endTime":"0","summary":"交易完成后,沃达丰将成为沃达丰 Three 公司的全资控股股东。 沃达丰集团将全资拿下其与长江和记实业的合资公司股权。这家香港综合企业集团同意作价逾 50 亿美元,出售其在英国大型移动通信运营商之一的所持股份。 两家公司周二公告称,长江和记实业将通过股份注销方式,以 43 亿英镑出售所持沃达丰 Three 49% 的股权。 本次交易对沃达丰 Three 的企业估值达 138.5 亿英镑。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-05-05/doc-inhwvume9024898.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1500","BK1521","IE0032431581.USD","LU1571399168.USD","BK1230","LU1064131003.USD","BK4532","00001","LU0072462343.USD","BK4588","LU1048588211.SGD","VOD","LU1064130708.USD","BK1601","LU2148510915.USD","BK1569","BK4585","BK4132"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633209996","title":"长和(00001.HK):拟43亿英镑注销VodafoneThree持股","url":"https://stock-news.laohu8.com/highlight/detail?id=2633209996","media":"中金财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633209996?lang=zh_cn&edition=full","pubTime":"2026-05-05 12:37","pubTimestamp":1777955821,"startTime":"0","endTime":"0","summary":"格隆汇5月5日丨长和发布公告,于本公告日期,VodafoneThree的已发行股本由Vodafone拥有51%及由和记拥有49%。于2026年5月5日,各订约方订立框架协议,据此,于条件获达成或获豁免后及注销事项完成前,Vodafone将向VodafoneThree作出注销事项完成前资金注入。在预定注销事项完成当日,和记股份将按代价金额43亿英镑予以注销,及VodafoneThree须于注销事项生效时以现金方式向和记支付代价金额。 董事会认为,注销事项将使集团得以按具吸引力的估值变现其投资项目。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"d2ac347ba4129fd1835cb057ad0863e3","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260505/32200577.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK1569","IE0032431581.USD","BK1521","LU1064130708.USD","LU2148510915.USD","LU0072462343.USD","LU1048588211.SGD","BK1500","LU1064131003.USD","BK1601","LU1571399168.USD","00001","BK1230"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1183840610","title":"长和将持有的VodafoneThree 49%股权注销,预计获约47亿港元处置收益","url":"https://stock-news.laohu8.com/highlight/detail?id=1183840610","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1183840610?lang=zh_cn&edition=full","pubTime":"2026-05-05 12:05","pubTimestamp":1777953937,"startTime":"0","endTime":"0","summary":"由VodafoneThree以现金方式一次性向长和支付。","market":"hk","thumbnail":"https://static.tigerbbs.com/2144b70cafaa26a5cdd0e33eacd08d1e","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/2144b70cafaa26a5cdd0e33eacd08d1e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"d2ac347ba4129fd1835cb057ad0863e3","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"长和将持有的VodafoneThree 49%股权注销,预计获约47亿港元处置收益","news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00001"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1146929523","title":"长和2026年4月股份变动月报:股本维持不变","url":"https://stock-news.laohu8.com/highlight/detail?id=1146929523","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1146929523?lang=zh_cn&edition=full","pubTime":"2026-05-04 18:21","pubTimestamp":1777890107,"startTime":"0","endTime":"0","summary":"长江和记实业有限公司于2026年5月4日发布了截至2026年4月30日的股份变动月报表。公告显示,该公司4月份未发生新增发行、购回、注销或库藏股变动,股本保持稳定。根据公告信息,长江和记实业有限公司的注册股本仍为80亿港元,本月期初与期末注册股本并无变化。截至2026年4月30日,公司已发行股份总数维持在3,830,044,500股,未持有任何库藏股份,也未进行任何股份购回或注销。本次公告由执行董事兼公司秘书施熙德签署。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00001"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629370721","title":"瑞银:出售百佳对长和(00001)盈利及估值影响有限 评级“买入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2629370721","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629370721?lang=zh_cn&edition=full","pubTime":"2026-04-21 14:05","pubTimestamp":1776751526,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,瑞银发布研报称,据报怡和正与长和商讨收购其百佳超级市场业务,并计划与旗下DFI零售集团辖下惠康合并。对于长和而言,百佳所属的“其他零售”业务去年仅贡献1.67亿港元的EBITDA,占整体零售业务总额不足1%,反映剥离该业务对其盈利或估值的影响有限。目前该行予长和目标价67港元及“买入”评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1431173.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00001"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629705236","title":"大摩:长和(00001)资本循环再造属正面 给予增持评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2629705236","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629705236?lang=zh_cn&edition=full","pubTime":"2026-04-21 10:25","pubTimestamp":1776738341,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,摩根士丹利发布研报称,长和估值具吸引力,预测市盈率为10倍,股息率为3.6%。摩根士丹利给予长和增持评级,目标价61港元。有报道指长和正与怡和磋商,拟出售旗下香港超市业务“百佳”。该行认为此举反映长和持续进行资本循环再造,对公司属正面。若怡和辖下DFI零售集团旗下的“惠康”与长和的“百佳”合并,合共将占据香港超市市场80%的份额。报告提及,对长和而言,香港市场被归类于零售业务中的“其他”类别。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1431105.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00001"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628071477","title":"花旗:百佳和惠康潜在合并面临可行性及耗时甚长关键风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2628071477","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628071477?lang=zh_cn&edition=full","pubTime":"2026-04-20 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10:57","pubTimestamp":1776653822,"startTime":"0","endTime":"0","summary":"摩根大通发表研报指,近期有传怡和向长和洽购百佳超级市场,并与旗下惠康合并。该行认为认为怡和没有强烈动机收购百佳,因香港超市板块并非其有意增持的领域(除非作价非常吸引),而且百佳的利润率较低,去年EBITDA利润率低于1%,EBIT更录轻微亏损。若按2013年传闻百佳估值约30亿至40亿美元计算,假设EBITDA利润率为0.7%,料交易隐含企业价值倍数(EV/EBITDA)将超过200倍;即使假设利润率回升至2021年高峰的6.4%,估值仍达23倍。摩通表示,由于信息披露有限,目前无法进行详细分析;维持长和“增持”评级及目标价68港元不变。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260420/32156221.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"merge","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["00001"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628758495","title":"李嘉诚弃中药押创新出状况?和黄医药11倍利润暴涨靠卖资产撑场,手握3款自研肿瘤药却困于转型局|财报异动透视镜","url":"https://stock-news.laohu8.com/highlight/detail?id=2628758495","media":"华夏时报网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628758495?lang=zh_cn&edition=full","pubTime":"2026-04-18 21:15","pubTimestamp":1776518129,"startTime":"0","endTime":"0","summary":"作为首富李嘉诚医药版图的核心落子,和黄医药(00013.HK)日前同步披露的2025年年报与2026年一季度初步业绩报告,戳破了公司财务层面的纸面繁荣。2025年全年,公司归母净利润同比暴涨11倍,看似业绩迎来历史性突破,可超九成利润均来自出售资产的一次性收益,主营业务盈利几乎原地踏步。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604183709758454.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604183709758454.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["00013","HCM","00001"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628158276","title":"传怡和拟收购长和(00001)旗下百佳超市 香港两大超市巨头有望合并","url":"https://stock-news.laohu8.com/highlight/detail?id=2628158276","media":"智通财经","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628158276?lang=zh_cn&edition=full","pubTime":"2026-04-17 15:57","pubTimestamp":1776412655,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,据媒体援引知情人士报道,怡和集团 正与长和洽谈潜在收购旗下百佳超市,并有意将其与惠康合并。若交易达成,这将成为香港史上最大规模的超市龙头大洗牌。相关数据显示,2023年,百佳超市和惠康合计市占率达90%,但消息人士表示,由于近年市场竞争加剧,百佳与惠康合并后的整体市占率将不足50%,这可能减少香港竞争事务委员会对“垄断”的阻力。惠康旗下员工约有7,000名,拥有约280间分店,每月服务顾客人次超过1,300万。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1429905.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1048588211.SGD","LU1571399168.USD","LU2148510915.USD","BK1521","LU1064131003.USD","LU1064130708.USD","00001","LU0072462343.USD","BK1601","IE0032431581.USD","BK1500","BK1569","BK1230"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1100927514","title":"怡和集团洽购李嘉诚旗下长和超市业务 拟将百佳与惠康合并","url":"https://stock-news.laohu8.com/highlight/detail?id=1100927514","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1100927514?lang=zh_cn&edition=full","pubTime":"2026-04-17 12:13","pubTimestamp":1776399208,"startTime":"0","endTime":"0","summary":"据知情人士透露,香港怡和集团正与李嘉诚家族掌控的长和集团展开深入谈判,计划收购其旗下以\"百佳\"品牌运营的超市业务。此次战略并购的核心方案是将百佳超市与怡和集团现有的惠康超市进行整合,旨在重构香港零售市场格局。若交易达成,将诞生香港最大的超市连锁企业,显著改变当地日用品零售领域的竞争态势。双方谈判目前处于关键阶段,具体交易条款与整合细节仍在磋商中。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f3894b920778ac42ee85972d51908e16","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1064131003.USD","LU0072462343.USD","LU2148510915.USD","BK1521","BK1569","IE0032431581.USD","00001","BK1601","LU1064130708.USD","LU1048588211.SGD","LU1571399168.USD","BK1230","BK1500"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624939485","title":"瑞银:预计长和(00001)可受惠于油价上升 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