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中证沪港深500主要消费指数报9526.01点,前十大权重包含牧原股份等
Jin Rong Jie· 2025-08-13 07:58
金融界8月13日消息,上证指数高开高走,中证沪港深500主要消费指数 (沪港深500消费,H30462)报 9526.01点。 数据统计显示,中证沪港深500主要消费指数近一个月上涨2.01%,近三个月下跌3.04%,年至今下跌 0.31%。 据了解,中证沪港深行业指数系列将中证沪港深 500、中证沪港深互联互通中小综合以及中证沪港深互 联互通综合指数样本按行业分类标准分别分为 11 个行业,再以各行业全部证券作为样本编制指数,以 反映中证沪港深指数系列中不同行业公司证券的整体表现。该指数以2004年12月31日为基日,以1000.0 点为基点。 从指数持仓来看,中证沪港深500主要消费指数十大权重分别为:贵州茅台(14.62%)、五粮液 (12.1%)、伊利股份(8.8%)、牧原股份(6.5%)、温氏股份(4.72%)、泸州老窖(4.67%)、山西 汾酒(4.61%)、农夫山泉(4.39%)、万洲国际(3.28%)、海天味业(3.26%)。 从中证沪港深500主要消费指数持仓的市场板块来看,上海证券交易所占比40.36%、深圳证券交易所占 比38.18%、香港证券交易所占比21.46%。 从中证沪港深500 ...
花旗:升万洲国际(00288)目标价至8.6港元 次季业绩符预期
智通财经网· 2025-08-13 07:38
智通财经APP获悉,花旗发布研报称,万洲国际(00288)第二季经营溢利增长3%,符合该行预期,并胜 于市场预测。虽然公司因其他费用增加和去年一次性递延税款资产收益,令净利润下降8%,但该行预 计不会影响股息支付。公司管理层将美国今年的经营溢利指引上调4%,并对下半年中国市场的增长表 现更有信心。该行认为,万洲国际的估值仍具吸引力,重申"买入"评级。另外,该行上调集团2025至 2027年的经营溢利预测2%,但下调净利润预测4%,以反映其他费用和有效所得税率上升,而目标价则 由8.2港元调升至8.6港元。 ...
花旗:升万洲国际目标价至8.6港元 次季业绩符预期
Zhi Tong Cai Jing· 2025-08-13 07:36
花旗发布研报称,万洲国际(00288)第二季经营溢利增长3%,符合该行预期,并胜于市场预测。虽然公 司因其他费用增加和去年一次性递延税款资产收益,令净利润下降8%,但该行预计不会影响股息支 付。公司管理层将美国今年的经营溢利指引上调4%,并对下半年中国市场的增长表现更有信心。该行 认为,万洲国际的估值仍具吸引力,重申"买入"评级。另外,该行上调集团2025至2027年的经营溢利预 测2%,但下调净利润预测4%,以反映其他费用和有效所得税率上升,而目标价则由8.2港元调升至8.6 港元。 ...
美银证券:升万洲国际(00288.HK)目标价至8.5港元 料下半年前景良好
Sou Hu Cai Jing· 2025-08-13 07:23
Group 1 - The core viewpoint of the report is that WH Group (万洲国际) has slightly exceeded expectations in its Q2 performance, with operating profit increasing by 3% year-on-year and adjusted operating profit rising by 19% [1] - The interim dividend has doubled to 20 HK cents, and the company maintains a payout ratio of at least 50% [1] - Bank of America has raised its earnings per share estimates for WH Group by 3% for the next two years and increased the target price by 4% to 8.5 HKD, reaffirming a "Buy" rating, citing a positive outlook for the second half of the year and a high single-digit dividend yield [1] Group 2 - WH Group's market capitalization in Hong Kong is 102.513 billion HKD, ranking first in the food processing industry [2] - Key performance indicators for WH Group compared to the industry average include: - ROE: 15.68% vs. -0.2% (ranked 4th) - Revenue: 259.41 billion HKD vs. 72.32 billion HKD (ranked 3rd) - Net profit margin: 7.14% vs. -10.31% (ranked 9th) - Gross profit margin: 20.05% vs. 31.0% (ranked 32nd) - Debt ratio: 42.74% vs. 58.11% (ranked 24th) [2]
美银证券:升万洲国际(00288)目标价至8.5港元 料下半年前景良好
智通财经网· 2025-08-13 07:07
智通财经APP获悉,美银证券发布研报称,万洲国际(00288)次季业绩略胜预期,经营溢利同比增长3%; 经调整经营溢利升19%;中期息倍升至20港仙,集团维持其派息率最少50%的指引。该行将万洲国际今明 两年的每股盈测分别上调3%,升目标价4%至8.5港元,重申"买入"评级,相信公司下半年的前景良好, 估值不高,且预计股息率可达高单位数。 ...
美银证券:升万洲国际目标价至8.5港元 料下半年前景良好
Zhi Tong Cai Jing· 2025-08-13 07:04
美银证券发布研报称,万洲国际(00288)次季业绩略胜预期,经营溢利同比增长3%;经调整经营溢利升 19%;中期息倍升至20港仙,集团维持其派息率最少50%的指引。该行将万洲国际今明两年的每股盈测分 别上调3%,升目标价4%至8.5港元,重申"买入"评级,相信公司下半年的前景良好,估值不高,且预计 股息率可达高单位数。 ...
万洲国际(00288.HK)盘中涨逾6% 中期公司拥有人应占利润升4.5%至7.25亿美元
Jin Rong Jie· 2025-08-13 06:45
【财华社讯】万洲国际(00288.HK)今日盘中一度涨逾6%,截至发稿,涨5.84%,报8.33港元。消息面 上,该公司公布2025年中期业绩,集团收入133.87亿美元,同比上升8.9%;经营利润12.59亿美元,同 比上升10.4%,主要由于猪肉业务大幅增长。公司拥有人应占利润(生物公允价值调整前)上升4.5%至 7.25亿美元。派中期股息每股0.2港元。 本文源自:财华网 ...
万洲国际:次季经营溢利胜预期,目标价上调至8.5港元
Sou Hu Cai Jing· 2025-08-13 04:42
本文由 AI 算法生成,仅作参考,不涉投资建议,使用风险自担 【8月13日瑞银上调万洲国际目标价及今明两年净利润预测】8月13日,瑞银发布研究报告,基于万洲国 际中绩估算,其二季度销售和经营溢利分别同比升12%和4%,净利润则跌8%。该行称,万洲二季度经 营溢利超预期,净利润基本符合市场预期。 万洲管理层认为,因集团拓展渠道和产品组合多元化,内 地包装肉类销量在三季度和四季度将持续同比增长。瑞银上调万洲国际今明两年净利润预测2%和3%, 目标价由7.6港元调至8.5港元,维持"买入"评级。 ...
大涨6%!万洲国际股价创历史新高,总市值超千亿港元
Sou Hu Cai Jing· 2025-08-13 04:13
| 复収 ▼ 叠加 ▼ | 田乡 显示 ** | | 简约 | 23 | | 00288 万洲国际 | D | 港 收市竞价 | 免费体验12行情 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 潜殿通(沪) | 港股通(深) | | 设置均线 ▼ | | | 8.360 | +0.490 | 自选十 | 提醒 ◆ | 交易 41 | | 缺 来 来源 浏览 | 1 300 2 ... | 来 | -086 ને ર 8. 370 -> | | | | +6.23% | | | | | | | | | | 交易状态 | | 交易中 | 盘口 | 资金 | | | | | | | 8.000 | | 8.450 | ek | 月安市 | 8.360 131 | 8.158 | | | | | | 7.500 | | 8.440 | 57K | 最高 | 8.370 最低 | 8.010 | | | | | | | | 8.430 | 213K | | 8.010 BEY | 7.870 | | | | | | | ...
异动盘点0813| 阅文集团涨超15%,北海康成-B再涨超31%;柯达夜盘跌超19%,小牛电动涨超11%
贝塔投资智库· 2025-08-13 04:00
Group 1 - Kangji Medical (09997) resumed trading with a nearly 1% increase, announcing a privatization agreement with Knight Bidco Limited, which will make Kangji a wholly-owned subsidiary and delist from the Hong Kong Stock Exchange after completion [1] - Tencent Music (01698) opened high with over a 15% increase, reporting a 30% year-on-year increase in adjusted net profit for Q2 ending June 30, 2025, driven by high-quality growth in its online music business [1] - Mingyuan Cloud (00909) opened over 2% higher, announcing a cash acquisition of 100% equity in ASIOT Co., Ltd. for 700 million yen by its subsidiary MytePro Japan [1] Group 2 - Yuedu Group (00772) surged over 15%, reporting a 68.5% year-on-year increase in net profit for the first half of the year, with strong performance in IP for premium films and animations, and significant growth in the emerging short drama sector [2] - Minmetals Resources (01208) rose over 9%, with net profit increasing 15 times year-on-year, attributed to higher copper production and rising prices of copper, gold, silver, and zinc [2] - Beihai Kangcheng-B (01228) increased over 31%, announcing a strategic cooperation agreement with Baiyang Pharmaceutical for exclusive commercial services in promoting several products in mainland China, Hong Kong, and Macau [2] Group 3 - Zhonghui Biotech-B (02627) surged over 25%, as its vaccine product was included in the preliminary review list of the national commercial health insurance innovative drug catalog [2] - Gilead Sciences-B (01672) rose over 5%, announcing promising efficacy results for its candidate drug ASC47 in combination with teriparatide for obesity treatment in diet-induced obesity mouse studies [3] - Dongying Travel (06882) fell over 9%, issuing a profit warning with expected net profit of approximately 6 million HKD for the first half of 2025, down about 82% from 34 million HKD in the same period last year [3] Group 4 - Kodak (KODK.US) dropped 19.91% after reporting a shift from profit to loss in Q2, raising concerns about its ability to execute critical financing measures [4] - Niu Technologies (NIU.US) rose 11.69%, reporting a turnaround to profitability in Q2 and projecting Q3 revenue between 1.433 billion to 1.638 billion CNY, a year-on-year increase of 40% to 60% [4] - Huya (HUYA.US) increased by 4.53%, preparing to release its financial report, with a strong growth trajectory in gaming-related services [4] Group 5 - ON Running (ONON.US) rose 8.95%, reporting a 32% year-on-year increase in Q2 sales and projecting annual net sales of at least 2.91 billion Swiss francs, exceeding previous expectations [6] - Micron Technology (MU.US) increased by 3.26%, significantly raising its Q4 fiscal year 2025 revenue guidance to between 11.1 billion to 11.3 billion USD, with gross margin guidance improved to 44% to 45% [6]