方便面两巨头联袂大涨！康师傅涨逾12%，受啥刺激？

财华社2025-01-09

1月9日，港股的食品板块表现不俗。其中，方便面两巨头涨势最甚，康师傅控股（00322.HK）大涨12.22%,统一企业中国（00220.HK）涨6.74%。紧随其后，中国旺旺（00151.HK）、维他奶国际（00345.HK）等个股也都有小幅的上涨。从驱动因素看，康师傅控股今日股价涨势如此靓丽，或得益于多家投行和券商对其业绩预期的积极评价。高盛最新报告引述康师傅管理层指2024年销量或会受到加价...

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Master Kong rose more than 12%, what stimulated it?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00345":1,"00151":1,"00220":1,"00322":1},"content_text":"1月9日，港股的食品板块表现不俗。其中，方便面两巨头涨势最甚，康师傅控股（00322.HK）大涨12.22%,统一企业中国（00220.HK）涨6.74%。紧随其后，中国旺旺（00151.HK）、维他奶国际（00345.HK）等个股也都有小幅的上涨。从驱动因素看，康师傅控股今日股价涨势如此靓丽，或得益于多家投行和券商对其业绩预期的积极评价。高盛最新报告引述康师傅管理层指2024年销量或会受到加价影响（去年10月起方便面价格上调），但料去年纯利增长目标（10%至15%）有上行潜力。该行预计，康师傅2024年第四季营收表现会优于第三季度，其中碳酸饮料/方便面的销售量较去年同期实现正成长；由于第四季度面粉价格同比/环比均出现下降，原材料成本对利润率产生了积极影响，抵消了棕榈油价格上升带来的影响。高盛指出，康师傅旗下方便面在第四季度的市占率仍在下降(尽管降幅比上一季有所收窄)，而饮料的销量增长主要来自500毫升普通包装，抵消了价格上涨的1升大包装饮料销量下降的影响。中金公司在日前发布的研报亦表示，根据该行草根调研，2H24康师傅方便面业务同比有望持平，7月公司完成经典系列产品升级和提价，3Q受此影响方便面销量及份额下滑，4Q在低基数下有望恢复同比正增。饮料收入受3Q天气、竞争等影响表现疲弱，4Q有望恢复同比正增，整体2H24饮料收入同比或仍有小幅下滑，其中茶饮保持较好增长，水和果汁或仍有所下滑，碳酸表现自4Q24起有望在低基数下回暖。该行预计，全年公司收入同比基本持平，虽略弱于公司年中指引，但考虑公司方便面及饮料业务均有提价、饮料行业竞争加剧等因素，全年收入表现较为平稳。该行续指，受益于提价、成本利好及产品结构提升等多重因素，2H24公司毛利率同比提升幅度或有望好于预期，该行预计2H24方便面、饮料毛利率分别同比提升2.1/2.6ppt，幅度均有望好于上半年。出于维护市占率考虑，2H24销售费用率或同比有小幅提升，管理费用率同比或维持稳定。报表层面2H24公司净利率同比或提升0.4ppt左右，考虑2023年公司录得约4亿一次性出售资产收益，全年核心净利率同比提升幅度有望接近1ppt，全年利润预计36亿元，好于年中指引及市场预期。而对于康师傅的老对手统一企业中国（00220.HK），多家投行则持谨慎看好态度。在2024年底，大和研报称，统一企业中国调整2024年的按年收入增长目标至5%。为公司在中期业绩时给予的收入增长指引(5%至8%)范围下限。该行相信属稍胜市场预期，因有些投资者预期会因为最近消费气氛疲软而会达不到之前的指引。大和指，棕榈油价格自2024年11月的近期高点以来已下降约10%，这在一定程度上缓解了市场对统一毛利率收缩的担忧。在主要竞争对手加价和原材料成本下降的有利竞争环境下，重申对统一的“买入”评级。摩根士丹利报告称，将统一企业中国2025年及2026年每股盈利预测分别下调2%及4%，虽然销售预测大致不变，但将营运开支比率的预测分别上调0.3个百分点及0.2个百分点，以反映统一在激烈竞争投入更多资源以推动销售。大摩将统一目标价格从5.8上调至6.1元，但评级为“减持”。","kind":"highlight","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":1,"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/2502094721","isCrawlerRequest":true}