中金：维持洪九果品(06689)“跑赢行业”评级目标价升91%至105港元

智通财经网2023-01-04

智通财经APP获悉，中金发布研究报告称，维持洪九果品(06689)“跑赢行业”评级，目标价上调91%至105港元。近日海关总署发布公告称，自1月1日纸质配额证改为电子配额证，实施电子数据联网核查，该行认为有望提升进口水果通关效率;同时随疫情防控优化，此前公司核心水果品类进口及终端消费扰动有望逐步消除，助力可持续成长。未来随着不断拓展优质新品类、新客户及新渠道，该行看好洪九在万亿元级水果分销市场份额...

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不大考斯特斯诺一
2025-12-26
不大考斯特斯诺一
回头再看这些所谓机构评级都是狗屁

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href=\"https://laohu8.com/S/06689\">洪九果品</a>(06689)“跑赢行业”评级，目标价上调91%至105港元。近日海关总署发布公告称，自1月1日纸质配额证改为电子配额证，实施电子数据联网核查，该行认为有望提升进口水果通关效率;同时随疫情防控优化，此前公司核心水果品类进口及终端消费扰动有望逐步消除，助力可持续成长。未来随着不断拓展优质新品类、新客户及新渠道，该行看好洪九在万亿元级水果分销市场份额快速提升，与强者愈强趋势。</p><p>报告中称，据海关数据监测，该行预计2022年1-10月公司于泰国区进口榴莲、龙眼品类市占率已提升至约15%/15%，火龙果、山竹等品类在中国的市占率也稳步提升。另认为公司伴随核心品类市占率稳步提升，有望进一步强化自有品牌认知度，进而提升行业话语权，锁定优质货源，加速业务飞轮效应显现;同时有望获取对上下游的更大议价权乃至定价权，带来利润及规模效应提升。</p><p>该行提到，公司优质新品类、高增渠道不断拓展，公司持续快速成长可期。<strong>1)核心品类方面</strong>，公司有望于泰国、越南新增1330家合作果园及175名当地采购员工，进一步提升榴莲、火龙果等品类市占率;同时通过港口直提模式扩大车厘子等高增品类体量。其他品类方面，公司持续发掘爱媛橙、耙耙柑等高潜单品，打造新兴品类竞争力。<strong>2)渠道方面</strong>，公司尝试切入长三角区供销社合作，并与大型物业公司沟通接洽，该行认为有望进一步提升公司销售网络优势。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230104091204824a6f41&s=b><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中金发布研究报告称，维持洪九果品(06689)“跑赢行业”评级，目标价上调91%至105港元。近日海关总署发布公告称，自1月1日纸质配额证改为电子配额证，实施电子数据联网核查，该行认为有望提升进口水果通关效率;同时随疫情防控优化，此前公司核心水果品类进口及终端消费扰动有望逐步消除，助力可持续成长。未来随着不断拓展优质新品类、新客户及新渠道，该行看好洪九在万亿元级水果分销市场份额...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230104091204824a6f41&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"06689":"洪九果品"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230104091204824a6f41&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2300885492","content_text":"智通财经APP获悉，中金发布研究报告称，维持洪九果品(06689)“跑赢行业”评级，目标价上调91%至105港元。近日海关总署发布公告称，自1月1日纸质配额证改为电子配额证，实施电子数据联网核查，该行认为有望提升进口水果通关效率;同时随疫情防控优化，此前公司核心水果品类进口及终端消费扰动有望逐步消除，助力可持续成长。未来随着不断拓展优质新品类、新客户及新渠道，该行看好洪九在万亿元级水果分销市场份额快速提升，与强者愈强趋势。报告中称，据海关数据监测，该行预计2022年1-10月公司于泰国区进口榴莲、龙眼品类市占率已提升至约15%/15%，火龙果、山竹等品类在中国的市占率也稳步提升。另认为公司伴随核心品类市占率稳步提升，有望进一步强化自有品牌认知度，进而提升行业话语权，锁定优质货源，加速业务飞轮效应显现;同时有望获取对上下游的更大议价权乃至定价权，带来利润及规模效应提升。该行提到，公司优质新品类、高增渠道不断拓展，公司持续快速成长可期。1)核心品类方面，公司有望于泰国、越南新增1330家合作果园及175名当地采购员工，进一步提升榴莲、火龙果等品类市占率;同时通过港口直提模式扩大车厘子等高增品类体量。其他品类方面，公司持续发掘爱媛橙、耙耙柑等高潜单品，打造新兴品类竞争力。2)渠道方面，公司尝试切入长三角区供销社合作，并与大型物业公司沟通接洽，该行认为有望进一步提升公司销售网络优势。","news_type":1,"symbols_score_info":{"06689":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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中金：维持洪九果品(06689)“跑赢行业”评级 目标价升91%至105港元

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中金：维持洪九果品(06689)“跑赢行业”评级目标价升91%至105港元