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00001 长和
已收盘 04-30 16:08:13
65.050
-0.900
-1.36%
最高
65.450
最低
64.200
成交量
723.96万
今开
65.450
昨收
65.950
日振幅
1.90%
总市值
2,491亿
流通市值
2,491亿
总股本
38.30亿
成交额
4.70亿
换手率
0.19%
流通股本
38.30亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
瑞银:出售百佳对长和(00001)盈利及估值影响有限 评级“买入”
智通财经 · 04-21
瑞银:出售百佳对长和(00001)盈利及估值影响有限 评级“买入”
大摩:长和(00001)资本循环再造属正面 给予增持评级
智通财经 · 04-21
大摩:长和(00001)资本循环再造属正面 给予增持评级
花旗:百佳和惠康潜在合并面临可行性及耗时甚长关键风险
智通财经 · 04-20
花旗:百佳和惠康潜在合并面临可行性及耗时甚长关键风险
大行评级丨小摩:维持长和“增持”评级,认为怡和没有强烈动机收购百佳
中金财经 · 04-20
大行评级丨小摩:维持长和“增持”评级,认为怡和没有强烈动机收购百佳
李嘉诚弃中药押创新出状况?和黄医药11倍利润暴涨靠卖资产撑场,手握3款自研肿瘤药却困于转型局|财报异动透视镜
华夏时报网 · 04-18
李嘉诚弃中药押创新出状况?和黄医药11倍利润暴涨靠卖资产撑场,手握3款自研肿瘤药却困于转型局|财报异动透视镜
传怡和拟收购长和(00001)旗下百佳超市 香港两大超市巨头有望合并
智通财经 · 04-17
传怡和拟收购长和(00001)旗下百佳超市 香港两大超市巨头有望合并
怡和集团洽购李嘉诚旗下长和超市业务 拟将百佳与惠康合并
美股速递 · 04-17
怡和集团洽购李嘉诚旗下长和超市业务 拟将百佳与惠康合并
瑞银:预计长和(00001)可受惠于油价上升 太古A(00019)则受不利影响
智通财经 · 04-01
瑞银:预计长和(00001)可受惠于油价上升 太古A(00019)则受不利影响
长和3月无新增发行或股份变动
公告速递 · 04-01
长和3月无新增发行或股份变动
长城证券:国产蓝莓已成为水果消费升级代表 持续看好行业需求增长和竞争格局优化
智通财经 · 03-26
长城证券:国产蓝莓已成为水果消费升级代表 持续看好行业需求增长和竞争格局优化
高盛:长和(00001)各业务稳定增长 资产出售助降负债
智通财经 · 03-20
高盛:长和(00001)各业务稳定增长 资产出售助降负债
瑞银:长和(00001)2025年业绩胜预期 有望受惠高油价 维持“买入”评级
智通财经 · 03-20
瑞银:长和(00001)2025年业绩胜预期 有望受惠高油价 维持“买入”评级
花旗:长和(00001)业务组合多元化助稳增长 新增90天短期上行观点 目标价78港元
智通财经 · 03-20
花旗:长和(00001)业务组合多元化助稳增长 新增90天短期上行观点 目标价78港元
大行评级丨小摩:长和核心业务全面改善令盈利续增,维持“增持”评级
中金财经 · 03-20
大行评级丨小摩:长和核心业务全面改善令盈利续增,维持“增持”评级
长和盘中涨超3% 2025年股东应占呈报溢利118.41亿港元
新浪港股 · 03-20
长和盘中涨超3% 2025年股东应占呈报溢利118.41亿港元
长和宣布:查尔斯·李业广将于2026年股东周年大会结束后退任非执行董事
美股速递 · 03-19
长和宣布:查尔斯·李业广将于2026年股东周年大会结束后退任非执行董事
长和(00001):周近智退任非执行董事
智通财经 · 03-19
长和(00001):周近智退任非执行董事
长和就出售海外港口业务权益与交易对手展开复杂磋商
美股速递 · 03-19
长和就出售海外港口业务权益与交易对手展开复杂磋商
长和(00001)发布年度业绩 股东应占呈报溢利118.41亿港元 同比减少31%
智通财经网 · 03-19
长和(00001)发布年度业绩 股东应占呈报溢利118.41亿港元 同比减少31%
长和:6月11日派发股息1.602港元/股
南方财经网 · 03-19
长和:6月11日派发股息1.602港元/股
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公司概况
公司名称:
长和
所属市场:
SEHK
上市日期:
--
主营业务:
长江和记实业有限公司是一家主要从事保健和美容产品零售业务的投资控股公司。该公司通过四个部门运营其业务。零售分部主要从事零售业务,包括保健及美容产品、超级市场、消费电子及电器产品、洋酒、香水及化妆品,同时还从事制造及分销瓶装水与饮品。电讯分部主要提供综合电讯与数码服务。港口及相关业务分部主要从事经营港口及码头以及提供港口相关的物流服务。基建分部于能源、交通、水处理、废物管理、转废为能、屋宇服务基建及基建相关业务拥有多元化投资。该公司还从事财务及投资业务。
发行价格:
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14:05","pubTimestamp":1776751526,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,瑞银发布研报称,据报怡和正与长和商讨收购其百佳超级市场业务,并计划与旗下DFI零售集团辖下惠康合并。对于长和而言,百佳所属的“其他零售”业务去年仅贡献1.67亿港元的EBITDA,占整体零售业务总额不足1%,反映剥离该业务对其盈利或估值的影响有限。目前该行予长和目标价67港元及“买入”评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1431173.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00001"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629705236","title":"大摩:长和(00001)资本循环再造属正面 给予增持评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2629705236","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629705236?lang=zh_cn&edition=full","pubTime":"2026-04-21 10:25","pubTimestamp":1776738341,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,摩根士丹利发布研报称,长和估值具吸引力,预测市盈率为10倍,股息率为3.6%。摩根士丹利给予长和增持评级,目标价61港元。有报道指长和正与怡和磋商,拟出售旗下香港超市业务“百佳”。该行认为此举反映长和持续进行资本循环再造,对公司属正面。若怡和辖下DFI零售集团旗下的“惠康”与长和的“百佳”合并,合共将占据香港超市市场80%的份额。报告提及,对长和而言,香港市场被归类于零售业务中的“其他”类别。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1431105.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00001"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628071477","title":"花旗:百佳和惠康潜在合并面临可行性及耗时甚长关键风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2628071477","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628071477?lang=zh_cn&edition=full","pubTime":"2026-04-20 14:17","pubTimestamp":1776665877,"startTime":"0","endTime":"0","summary":"怡和/DFI不予置评,长和则未回应。虽然花旗理解此潜在合并案背后的战略逻辑-打造本地最大单一连锁超市以应对香港境内外竞争对手。但花旗强调,鉴于香港的反垄断法规以及DFI管理层对投资回报率/股东总回报的要求,此交易在可行性及可能耗时甚长方面存在关键风险。无论交易是否成真,花旗对DFI的投资论点维持不变。该行料DFI零售首季业绩稳固,销售有望胜预期,展开30日上行短期看法。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1430563.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0477156953.USD","LU1244550221.USD","LU1366192091.USD","LU0162691827.USD","LU1162221912.USD","IE00BSNM7G36.USD","LU0170899867.USD","IE0032431581.USD","LU0098860793.USD","BK1230","LU0130102774.USD","LU1244550577.SGD","LU1791807156.HKD","LU1571399168.USD","LU0106831901.USD","LU2236285917.USD","LU0320765646.SGD","LU1048588211.SGD","LU0052756011.USD","LU1064131003.USD","LU2125154935.USD","LU0130517989.USD","BK1569","00001","BK1500","LU0314106906.USD","BK1601","LU1668664300.SGD","LU2456880835.USD","LU2360032135.SGD","BK4588","LU0128525689.USD","LU1506573853.SGD","LU0072462343.USD","BK4207","LU2417539215.USD","LU0072461881.USD","BK4534","BK4504","BK4559","LU1064130708.USD","LU0648001328.SGD","LU2462157665.USD","BK4566","LU0980610538.SGD","LU1201861249.SGD","LU2148510915.USD","BK1521","LU2125154778.USD","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628713308","title":"大行评级丨小摩:维持长和“增持”评级,认为怡和没有强烈动机收购百佳","url":"https://stock-news.laohu8.com/highlight/detail?id=2628713308","media":"中金财经","labels":["merge"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628713308?lang=zh_cn&edition=full","pubTime":"2026-04-20 10:57","pubTimestamp":1776653822,"startTime":"0","endTime":"0","summary":"摩根大通发表研报指,近期有传怡和向长和洽购百佳超级市场,并与旗下惠康合并。该行认为认为怡和没有强烈动机收购百佳,因香港超市板块并非其有意增持的领域(除非作价非常吸引),而且百佳的利润率较低,去年EBITDA利润率低于1%,EBIT更录轻微亏损。若按2013年传闻百佳估值约30亿至40亿美元计算,假设EBITDA利润率为0.7%,料交易隐含企业价值倍数(EV/EBITDA)将超过200倍;即使假设利润率回升至2021年高峰的6.4%,估值仍达23倍。摩通表示,由于信息披露有限,目前无法进行详细分析;维持长和“增持”评级及目标价68港元不变。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260420/32156221.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"merge","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["00001"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628758495","title":"李嘉诚弃中药押创新出状况?和黄医药11倍利润暴涨靠卖资产撑场,手握3款自研肿瘤药却困于转型局|财报异动透视镜","url":"https://stock-news.laohu8.com/highlight/detail?id=2628758495","media":"华夏时报网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628758495?lang=zh_cn&edition=full","pubTime":"2026-04-18 21:15","pubTimestamp":1776518129,"startTime":"0","endTime":"0","summary":"作为首富李嘉诚医药版图的核心落子,和黄医药(00013.HK)日前同步披露的2025年年报与2026年一季度初步业绩报告,戳破了公司财务层面的纸面繁荣。2025年全年,公司归母净利润同比暴涨11倍,看似业绩迎来历史性突破,可超九成利润均来自出售资产的一次性收益,主营业务盈利几乎原地踏步。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604183709758454.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604183709758454.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["00001","HCM","00013"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628158276","title":"传怡和拟收购长和(00001)旗下百佳超市 香港两大超市巨头有望合并","url":"https://stock-news.laohu8.com/highlight/detail?id=2628158276","media":"智通财经","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628158276?lang=zh_cn&edition=full","pubTime":"2026-04-17 15:57","pubTimestamp":1776412655,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,据媒体援引知情人士报道,怡和集团 正与长和洽谈潜在收购旗下百佳超市,并有意将其与惠康合并。若交易达成,这将成为香港史上最大规模的超市龙头大洗牌。相关数据显示,2023年,百佳超市和惠康合计市占率达90%,但消息人士表示,由于近年市场竞争加剧,百佳与惠康合并后的整体市占率将不足50%,这可能减少香港竞争事务委员会对“垄断”的阻力。惠康旗下员工约有7,000名,拥有约280间分店,每月服务顾客人次超过1,300万。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1429905.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1601","BK1521","BK1500","LU1571399168.USD","LU1064131003.USD","BK1230","00001","IE0032431581.USD","LU1048588211.SGD","LU1064130708.USD","LU2148510915.USD","BK1569","LU0072462343.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1100927514","title":"怡和集团洽购李嘉诚旗下长和超市业务 拟将百佳与惠康合并","url":"https://stock-news.laohu8.com/highlight/detail?id=1100927514","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1100927514?lang=zh_cn&edition=full","pubTime":"2026-04-17 12:13","pubTimestamp":1776399208,"startTime":"0","endTime":"0","summary":"据知情人士透露,香港怡和集团正与李嘉诚家族掌控的长和集团展开深入谈判,计划收购其旗下以\"百佳\"品牌运营的超市业务。此次战略并购的核心方案是将百佳超市与怡和集团现有的惠康超市进行整合,旨在重构香港零售市场格局。若交易达成,将诞生香港最大的超市连锁企业,显著改变当地日用品零售领域的竞争态势。双方谈判目前处于关键阶段,具体交易条款与整合细节仍在磋商中。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f3894b920778ac42ee85972d51908e16","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1064130708.USD","00001","LU1064131003.USD","BK1230","IE0032431581.USD","BK1521","BK1569","BK1500","LU1571399168.USD","LU1048588211.SGD","LU0072462343.USD","LU2148510915.USD","BK1601"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624939485","title":"瑞银:预计长和(00001)可受惠于油价上升 太古A(00019)则受不利影响","url":"https://stock-news.laohu8.com/highlight/detail?id=2624939485","media":"智通财经","labels":["economic"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624939485?lang=zh_cn&edition=full","pubTime":"2026-04-01 15:52","pubTimestamp":1775029932,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,瑞银发布研报称,中东地缘冲突引发宏观经济不确定性,香港综合企业的风险回报对外围影响变得更加敏感。该行假设中东冲突持续至今年第三季底仍未解决,霍尔木兹海峡油轮通过量仍较少,全年布伦特原油平均价格为每桶132.5美元。现予长和(00001)目标价67港元及“买入”评级;太古A(00019)则获“中性”评级,目标价72.7港元。该行估计长和的资产净值及2026年盈利潜在上升9%及66%,主要因旗下Cenovus Energy可受惠于油价上升。而太古A的资产净值及2026年盈利则可能下跌19%及26%,因旗下国泰航空(00293)受到燃料成本压力。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1423916.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1521","00001","OILT","OIH","LU1048588211.SGD","SG9999009997.SGD","LU1571399168.USD","BK1123","SG9999010052.SGD","LU0877626530.USD","00019","DUG","OILU","BK1500","00293","SG9999010078.USD","BK1569","VDE","BK1216","BK1561","DBO","IE0032431581.USD","LU1119993845.HKD","BK4588","LU0205439572.USD","BK1534","BK1601","BK4585","BK1230","LU0072462343.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1186315488","title":"长和3月无新增发行或股份变动","url":"https://stock-news.laohu8.com/highlight/detail?id=1186315488","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1186315488?lang=zh_cn&edition=full","pubTime":"2026-04-01 11:50","pubTimestamp":1775015450,"startTime":"0","endTime":"0","summary":"长江和记实业有限公司于2026年4月1日发布3月股份变动月报表,报告期为截至2026年3月31日。公告显示,公司注册股本为8,000,000,000股,每股面值1港元,合计注册股本8,000,000,000港元。截至报告期末,公司已发行股份总数维持在3,830,044,500股,未有新增发行、购回或注销活动,亦无库存股变化。公司确认所持有的公众持股比例符合香港联交所的相关要求。根据披露,公司将继续遵守香港联交所《上市规则》及其他相关法律法规,确保股本信息的及时、透明披露。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00001"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622783144","title":"长城证券:国产蓝莓已成为水果消费升级代表 持续看好行业需求增长和竞争格局优化","url":"https://stock-news.laohu8.com/highlight/detail?id=2622783144","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622783144?lang=zh_cn&edition=full","pubTime":"2026-03-26 15:17","pubTimestamp":1774509471,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,长城证券发布研报称,据Rabobank分析,尽管中国已成全球最大蓝莓生产国,但人均消费量不足0.5kg,对比美国1.3kg的人均消费量,未来增长空间广阔。国产蓝莓凭借独特的甜脆口感和反季节供应,近年频频出圈,已成为水果消费升级的代表。持续看好蓝莓行业需求增长和竞争格局优化蓝莓售价虽然呈现季节性波动,但行业进入门槛较高,行业扩产相对有序,蓝莓消费市场前景广阔。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1419411.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1500","BK0276","LU0072462343.USD","LU1048588211.SGD","00001","BK1521","IE0032431581.USD","BK1601","LU1571399168.USD","BK1230","BK1569","002939"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620201785","title":"高盛:长和(00001)各业务稳定增长 资产出售助降负债","url":"https://stock-news.laohu8.com/highlight/detail?id=2620201785","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620201785?lang=zh_cn&edition=full","pubTime":"2026-03-20 16:03","pubTimestamp":1773993826,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,高盛发布研报称,长和2025年业绩符合预期,撇除3UK与Vodafone英国合并产生的105亿港元一次性亏损后,基本净利润为223亿港元,同比增长7%,符合该行及市场预期。按当地货币计算,集团EBITDA同比增长7%,各项业务表现稳定。该行表示,长和净负债对净资本比率由2024年底的16.2%进一步改善至2025年底的13.9%,为2001年以来最稳健水平。若计及英国铁路出售及长江基建建议出售UKPN的现金所得,估计净负债比率将进一步降至7%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1416514.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0072462343.USD","BK1569","LU1571399168.USD","BK1500","BK1601","IE0032431581.USD","00001","BK1230","BK1521","LU1048588211.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620478821","title":"瑞银:长和(00001)2025年业绩胜预期 有望受惠高油价 维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2620478821","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620478821?lang=zh_cn&edition=full","pubTime":"2026-03-20 15:10","pubTimestamp":1773990617,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,瑞银发布研报称,长和(00001)2025年基本净利润为223亿港元,同比增7%,较该行预期高出4%,主要受大部分业务板块表现胜预期带动。公司宣派全年股息每股2.31港元,即同比增长5%,亦高于该行预测3%。鉴于中东紧张局势持续,管理层强调受影响地区的港口业务仅占总吞吐量0.5%,但公司可透过持有Cenovus Energy的股权受惠于油价上升。该行估计,若原油价格维持目前水平,长和盈利或有40%上行空间。瑞银维持对长和“买入”评级及目标价67港元,认为其业务具韧性,能抵御不确定性。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1416482.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00001"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620207073","title":"花旗:长和(00001)业务组合多元化助稳增长 新增90天短期上行观点 目标价78港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2620207073","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620207073?lang=zh_cn&edition=full","pubTime":"2026-03-20 14:14","pubTimestamp":1773987267,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,花旗发布研报称,长和2025年利润同比增长7%,再次提醒投资者其业务组合在地域及行业上高度多元化,有助降低固有系统性风险并应对市场波动。予目标价78港元,评级为“买入”。同时引入2028财年盈利预测;新增对长和的90天短期上行观点,如果其港口、零售和电信业务的任何潜在并购交易最终达成,可能释放资产价值并缩小净资产价值折让。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1416453.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00001"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620021092","title":"大行评级丨小摩:长和核心业务全面改善令盈利续增,维持“增持”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2620021092","media":"中金财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620021092?lang=zh_cn&edition=full","pubTime":"2026-03-20 13:27","pubTimestamp":1773984421,"startTime":"0","endTime":"0","summary":"摩根大通发表研报指,长和2025财年基本溢利按年增长7%,较摩通及市场共识预测分别高4%、2%,派息率按年增长5%。展望未来,撇除出售收益,该行预计集团因所有核心业务均有改善令盈利继续稳步增长。摩通亦看到来自英国电力网络(UKPN)出售收益,以及通过油价上升令Cenovus Energy贡献增加(若WTI全年维持在每桶100美元,盈利将有35%上行空间),为2026财年每股盈利及派息率带来上行空间。该行认为,长和在核心业务改善的基础上,资本循环方式仍具吸引力,维持“增持”评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260320/32084374.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["00001"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620206590","title":"长和盘中涨超3% 2025年股东应占呈报溢利118.41亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2620206590","media":"新浪港股","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620206590?lang=zh_cn&edition=full","pubTime":"2026-03-20 10:21","pubTimestamp":1773973260,"startTime":"0","endTime":"0","summary":" 长和绩后一度涨超3%,截至发稿,股价上涨1.67%,现报60.95港元,成交额2.55亿港元。 3月19日,长和发布截至2025年12月31日止年度的业绩,该集团期内取得IFRS16后基准收益总额5072.97亿港元,同比增加6%;呈报EBITDA总额1291.05亿元,同比增长3%;除税后溢利192.33亿港元,同比减少19%;普通股股东应占呈报溢利118.41亿港元,同比减少31%;拟派发末期股息每股1.602港元。待交易完成后,出售事项预期将于2026年带来重大现金流及集团应占溢利净额。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-03-20/doc-inhrqyhx8126495.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1500","LU0072462343.USD","LU1048588211.SGD","00001","BK1521","IE0032431581.USD","BK1601","LU1571399168.USD","BK1230","BK1569"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1189604916","title":"长和宣布:查尔斯·李业广将于2026年股东周年大会结束后退任非执行董事","url":"https://stock-news.laohu8.com/highlight/detail?id=1189604916","media":"美股速递","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1189604916?lang=zh_cn&edition=full","pubTime":"2026-03-19 17:53","pubTimestamp":1773913980,"startTime":"0","endTime":"0","summary":"长和(CK Hutchison Holdings Limited)公布重要人事变动。公司非执行董事查尔斯·李业广(Charles Lee Yeh 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