招商证券国际：若行业竞争出现企稳迹象或上调统一企业中国评级为“增持”

智通财经2025-11-11

智通财经APP获悉，招商证券国际发布研报称，统一企业中国(00220) 第三季收入基本持平，虽毛利率受惠于原材料成本下降和方便面高端化而提升，但收入乏力及经营杠杆减弱拖累整体表现。基于更新后2026年14.5倍的市盈率，下调目标价15%，由9.9港元降至8.4港元，维持“中性”评级。该行指，下调估值倍数是反映现饮制品对饮料销售的拖累，且预计该拖累将持续至2026年。集团管理层重申全年销售增长目标为...

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招商证券国际：若行业竞争出现企稳迹象 或上调统一企业中国 评级为“增持”

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招商证券国际：若行业竞争出现企稳迹象或上调统一企业中国评级为“增持”