里昂：升美的集团目标价至90港元 AH股均维持“跑赢大市”评级

智通财经2025-09-01

里昂发布研报称，美的集团（000333）(00300,000333.SZ)今年次季继续保持双位数收入和利润增长，但驱动因素已转换。这次，国内销售推动了11%的收入增长，展示其在中国空调市场的主导地位，期内国内空调销售增长25%。里昂认为，更高的自有品牌(OBM)渗透率及加速对企业销售(to-B)是更可持续的趋势。里昂调整预估，将集团港股目标价从86港元升至90港元，A股目标价从85元人民币升至90...

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