美银证券：升恒安国际目标价至30港元料去年下半年核心净利润升8%

新浪港股02-11

热点栏目自选股数据中心行情中心资金流向模拟交易客户端　　美银证券发布研报称，将恒安国际（01044） 2025及2026年的核心净利润预测分别下调3%及1%；基于行业竞争格局改善，上调目标市盈率至13倍，目标价升18%至30港元。虽然公司缺乏长期增长推动力，但股息收益率可观；重申“中性”评级。　　该行预期恒安2025年下半年收入将同比增长1%至109亿元人民币，因三大业务...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2610098417?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-02-11 16:22","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2610098417","market":"sh","top_or_hot":-1,"title":"美银证券：升恒安国际目标价至30港元 料去年下半年核心净利润升8%","media":"新浪港股","content":"<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　美银证券发布研报称，将恒安国际（01044） 2025及2026年的核心净利润预测分别下调3%及1%；基于行业竞争格局改善，上调目标市盈率至13倍，目标价升18%至30港元。虽然公司缺乏长期增长推动力，但股息收益率可观；重申“中性”评级。\n　　该行预期恒安2025年下半年收入将同比增长1%至109亿元人民币，因三大业务...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/hkgg/2026-02-11/doc-inhmmrti7671007.shtml\">网页链接</a>\n\n</div>\n","source":"sina","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\" content=\"telephone=no,email=no,address=no\" />\n<title>美银证券：升恒安国际目标价至30港元 料去年下半年核心净利润升8%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美银证券：升恒安国际目标价至30港元 料去年下半年核心净利润升8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-11 16:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/hkgg/2026-02-11/doc-inhmmrti7671007.shtml><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　美银证券发布研报称，将恒安国际（01044） 2025及2026年的核心净利润预测分别下调3%及1%；基于行业竞争格局改善，上调目标市盈率至13倍，目标价升18%至30港元。虽然公司缺乏长期增长推动力，但股息收益率可观；重申“中性”评级。\n　　该行预期恒安2025年下半年收入将同比增长1%至109亿元人民币，因三大业务...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/hkgg/2026-02-11/doc-inhmmrti7671007.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"161027","symbol_name":"证券","start_time":0,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2026-02-11/doc-inhmmrti7671007.shtml","article_id":"2610098417","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2610098417","pubTimestamp":1770798120,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"　　美银证券发布研报称，将恒安国际 2025及2026年的核心净利润预测分别下调3%及1%；基于行业竞争格局改善，上调目标市盈率至13倍，目标价升18%至30港元。虽然公司缺乏长期增长推动力，但股息收益率可观；重申“中性”评级。同时，该行预期下半年毛利率将较上半年提升，达到33.1%，主要因纸巾业务的毛利率受产品组合改善及原材料成本正常化所带动；料2025年下半年核心净利润同比增长8%至10亿元人民币。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":["rate","earning"],"viewcount":null,"language":"zh","relate_stocks":{"161027":"证券","01044":"恒安国际"},"translate_title":"Bank of America Securities: Raised Hengan International's target price to HK $30, and expected core net profit to rise by 8% in the second half of last year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161027":1.5,"01044":1.5},"content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　美银证券发布研报称，将恒安国际（01044） 2025及2026年的核心净利润预测分别下调3%及1%；基于行业竞争格局改善，上调目标市盈率至13倍，目标价升18%至30港元。虽然公司缺乏长期增长推动力，但股息收益率可观；重申“中性”评级。\n　　该行预期恒安2025年下半年收入将同比增长1%至109亿元人民币，因三大业务板块均持续改善。其中，纸巾销售预计同比增长5%，较上半年的3%增长有所加速。同时，该行预期下半年毛利率将较上半年提升，达到33.1%，主要因纸巾业务的毛利率受产品组合改善及原材料成本正常化所带动；料2025年下半年核心净利润同比增长8%至10亿元人民币。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：史丽君","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2610098417","isCrawlerRequest":true}

美银证券：升恒安国际目标价至30港元 料去年下半年核心净利润升8%

精彩评论

美银证券：升恒安国际目标价至30港元料去年下半年核心净利润升8%