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。 ...

| 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 | | | | | | | ...

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]

瑞银发表研究报告指，以万洲国际中绩计，估算其次季销售及经营溢利分别按年升12%及4%，而净利 润则跌8%。该行指出，万洲次季经营溢利胜于预期，而净利润则大致符合市场预期。管理层相信，由 于集团扩展渠道和产品组合多样化，内地市场的包装肉类销量将在第三季和第四季按年持续增长。 该行上调万洲国际今明两年的净利润预测2%和3%，将目标价由7.6港元上调至8.5港元，维持"买入"评 级。 ...

每经AI快讯，8月13日，万洲国际(00288.HK)盘中涨超6%报8.36港元，股价创历史新高，市值突破千亿 港元。 ...

万洲国际(0288.HK)盘中涨超6%报8.36港元，股价创历史新高，市值突破千亿港元。 公司昨晚公布截至 6月底止中期业绩显示，生物公允价值调整前的股东应占利润7.25亿美元，同比升4.47%；生物公允价值 调整后的纯利则微升0.5%至7.9亿美元；经营利润上升10.4%至12.59亿美元，主要原因是猪肉业务大幅 增长。每股基本盈利5.65美分；派中期息0.2港元，同比增1倍。 期内，收入133.87亿美元，同比升 8.9%。虽然肉制品销量下降3.3%至145.1万公吨，但收入仍升2.3%至66.4亿美元，而猪肉销量则上升 7.5%至196万公吨，收入升14.1%至56.2亿美元。 ...

美银证券发表研究报告指，万洲国际次季业绩略胜预期，经营溢利按年增长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%，上调目标价4%至8.5港元，重申"买入"评级，相信公司下半年前景良好、估值不高，且预 计股息率可达高单位数。 ...

花旗发表研究报告指，万洲国际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，目标价由8.2港元上调至8.6港元；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。 ...

Group 1 - The core viewpoint of the articles highlights the positive performance of the Hong Kong stock market, particularly in the consumer sector, driven by new government policies aimed at stimulating consumption [1][2][3] - The Hong Kong Consumer ETF (159735) opened high and rose by 1.09%, with major constituent stocks like WH Group rising over 4% and Alibaba, Bilibili, and others increasing by over 2% [2] - The new fiscal subsidy policies for personal consumption loans and service industry loans are expected to support consumption growth, particularly in key areas such as household vehicles, education, and cultural tourism [2][3] Group 2 - The impact of consumer loans on overall consumption is currently limited, but the signal of government support in targeted sectors is significant [3] - The policies are designed to enhance both demand and supply sides of consumption, aiming to stabilize and expand consumption elasticity [3] - Analysts remain optimistic about the Hong Kong stock market, viewing it as a potential leader in a bull market, with a focus on consumer goods, technology, and innovative pharmaceuticals [3]

公告称，收入增加此乃由于猪肉销量及肉制品平均销价上升。经营利润亦上升10.4%至12.59亿美元，主 要原因是猪肉业务大幅增长。 来源：新浪港股 万洲国际（00288）绩后股价上涨4.96%，现报8.26港元，成交额9842.83万港元。 8月12日，万洲国际发布截至2025年6月30日止6个月业绩，生物公允价值调整后，该集团取得收入 133.87亿美元，同比增加8.9%；公司拥有人应占利润7.88亿美元，同比增加0.51%；每股基本盈利6.14美 分，拟派发中期股息每股0.2港元。 在所有经营分部中，肉制品一直是集团的核心业务。于回顾期间，肉制品占本集团83.2% 的经营利润以 及本集团49.6%的收入（比较期间：分别占99.7%及52.8%）。 ...