国泰海通：维持味知香(605089.SH)“增持”评级目标价降至28.5元人民币

智通财经05-12

智通财经APP获悉，国泰海通发布研报称，考虑短期牛肉等成本价格上涨，下调2026-2027年味知香(605089.SH)EPS预测至0.73(-0.15)、0.89(-0.16)元，新增2028年EPS预测为1.07元，参考可比公司，考虑需求复苏及成本改善后公司C端销售为主的商业模式下业绩修复的弹性有望相对可比公司更加明显，且公司C端预制菜业务渗透率较低、成长空间相对较大，给予公司2026年...

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国泰海通：维持味知香(605089.SH)“增持”评级 目标价降至28.5元人民币

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国泰海通：维持味知香(605089.SH)“增持”评级目标价降至28.5元人民币