中国旺旺：盈利预测下调，毛利率有望改善 5.9港元

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【10 月 11 日，大和发布研究报告】大和将中国旺旺 2025 至 2027 财年每股盈利预测下调 2%至 4%，目标价上调至 5.9 港元，评级从“买入”下调至“持有”。报告引述旺旺管理层最新业务状况更新，称夏季销售势头相比第二季度进一步减弱，受需求疲软、天气及渠道去库存影响，与多数中国食品和饮料公司表现一致。目前大和预测旺旺截至今年 9 月底止 2025 上半财年收入同比增长 1%，低于 ...

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