大行评级｜大和：下调康师傅目标价至11港元重申“跑输大市”评级

格隆汇2025-08-13

大和发表研究报告指，康师傅管理层轻微下调2025年全年指引，预期全年收入将按年持平至轻微增长，对比3月时预期录低单位数增长，核心盈利增长则预期维持逾10%。集团透露方便面业务自7月起恢复按年增长，市占率趋稳，但即饮茶、果汁及瓶装水业务预料在第三季仍会面临激烈竞争。大和表示，同业东鹏饮料在甜味茶饮新品类取得一定成功，可能加剧对康师傅饮品业务的竞争压力，将目标价由12港元下调至11港元，并重申“跑输...

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大行评级｜大和：下调康师傅目标价至11港元 重申“跑输大市”评级

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大行评级｜大和：下调康师傅目标价至11港元重申“跑输大市”评级