大行评级丨花旗：上调理文造纸目标价至5.5港元，纳入中国中小型股首选名单

格隆汇08-04

花旗发表报告指，理文造纸公布上半年业绩，纯利同比增长70.5%至13.83亿元，处于先前业绩预告13.3亿至13.9亿元区间的高端水平。该行维持2026年盈利预测不变，因公司宣布广西卫生纸产能由2027年8月起扩建30万吨至150万吨，将2027至2028年盈利预测上调1%至3%。该行将理文造纸目标价由4.8港元上调至5.5港元，基于9倍2026年市盈率，与历史平均水平一致，反映卫生纸盈利能力优于...

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