异动解读｜康师傅控股盘中上涨3.01%，中期业绩前夕机构预期偏正面

行情直击08-10

8月10日，康师傅控股盘中上涨3.01%，报11.65港元，成交额2693.4万港元。公司将于8月11日盘后发布中期业绩，市场提前交易乐观预期。

消息面上，多家机构对公司上半年业绩持正面展望。大和预计上半年扣非经常性净利润同比增长15%至24.33亿元人民币，高于市场预期约3%；中金上调盈利预测6%，目标价上调至14.7港币，预计扣非净利润有望同增双位数。成本端亦有利好，核心包材PET价格已从每吨约9,000元快速回落至约7,000元，为毛利率改善提供支撑。此外，中信证券看好下半年大众品板块环比景气提升，当前估值已回落至15倍PE左右，安全边际凸显。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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