U-PRESID CHINA(UPCHY)
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瑞银:降统一企业中国目标价至10.5港元 第三季业绩符预期
Zhi Tong Cai Jing· 2025-11-07 03:51
Core Viewpoint - UBS has downgraded Uni-President China (00220) earnings per share estimates for 2025 to 2027 by 1% to 3% and reduced the target price from HKD 11.5 to HKD 10.5 while maintaining a "Buy" rating [1] Financial Performance - Uni-President's net profit for the first three quarters increased by 23% year-on-year, with the third quarter net profit rising by 8% to RMB 726 million, aligning with UBS and market expectations [1] Management Outlook - The management has maintained its revenue growth target for the year at 6% to 8% and expects continued profit improvement from the fourth quarter into the next year [1] Strategic Response - In response to intensified competition in the beverage sector, the company plans to maintain stable pricing and focus on expanding well-performing sales points [1] Market Challenges - UBS notes that while the performance and outlook from management are as expected, the recent downturn in the beverage business presents greater pressure and uncertainty for the company [1]
瑞银:降统一企业中国(00220)目标价至10.5港元 第三季业绩符预期
智通财经网· 2025-11-07 03:51
Core Viewpoint - UBS has downgraded Uni-President China (00220) earnings per share estimates for 2025 to 2027 by 1% to 3%, and reduced the target price from HKD 11.5 to HKD 10.5 while maintaining a "Buy" rating [1] Financial Performance - Uni-President's net profit for the first three quarters increased by 23% year-on-year, indicating a third-quarter net profit rise of 8% to RMB 726 million, aligning with UBS and market expectations [1] - The company aims for a revenue growth target of 6% to 8% for the year [1] Management Strategy - To address intensified competition in the beverage sector, the management plans to maintain stable pricing and focus on expanding well-performing sales points [1] - UBS believes that both Uni-President's performance and management outlook are in line with expectations, although the recent sluggish trend in the beverage business poses greater pressure and uncertainty for the company [1]
大行评级丨瑞银:下调统一企业中国目标价至10.5港元 维持“买入”评级
Ge Long Hui· 2025-11-07 03:20
瑞银发表研究报告指,统一企业中国首三季净利润按年增23%,意味着第三季净利润按年升8%至7.26亿 元,符合该行及市场预期。统一管理层继续维持今年收入增长目标6至8%,又预计今年第四季至明年的 利润将持续改善。为应对加剧的饮料业务竞争,公司策略是维持稳定定价,并专注于扩展表现良好的销 售点。 该行认为,统一的业绩和管理层的展望均属意料之中,但近期饮料业务的低迷趋势为公司带来更大压力 及不明朗因素,因此将其2025至27年的每股盈测下调1至3%,并将目标价11.5港元下调至10.5港元,维 持"买入"评级。 ...
大行评级丨里昂:微降统一企业中国目标价至10港元 维持“跑赢大市”评级
Ge Long Hui· 2025-11-07 03:13
Core Viewpoint - The report from Credit Lyonnais indicates that Uni-President China is experiencing slowed sales growth due to intensified competition and subsidies from food delivery platforms, with third-quarter sales remaining roughly flat year-on-year, aligning with market expectations [1] Group 1: Sales Performance - The third-quarter sales growth for Uni-President China has slowed, remaining approximately flat year-on-year [1] - The management has noted that the pressure on beverage business continues to rise in October [1] Group 2: Future Outlook - The company maintains its annual sales growth target of 6% to 8% despite current pressures [1] - Credit Lyonnais expects a slowdown in profit growth for the company next year [1] Group 3: Stock Valuation - The dividend yield is projected to be 6.3%, which is expected to support the stock price [1] - The target price for the stock has been slightly reduced from HKD 10.5 to HKD 10, while maintaining an "outperform" rating [1]
港股异动 | 统一企业中国(00220)跌超6% 前三季度净利润同比增长23.1% 三季度整体收入同比基本持平
Zhi Tong Cai Jing· 2025-11-07 02:05
Core Viewpoint - Uni-President China reported a decline in stock price exceeding 6% following the release of its Q3 operational results, despite a year-on-year increase in net profit for the first three quarters [1] Financial Performance - For the first three quarters, the net profit reached 2.01 billion HKD, representing a year-on-year growth of 23.1% [1] - The net profit for Q3 alone was 730 million HKD, showing an 8.4% year-on-year increase [1] Revenue Analysis - According to Huatai Securities, the overall revenue for Q3 remained flat year-on-year, with the beverage segment experiencing a low single-digit decline due to price wars on delivery platforms and industry competition [1] - The food segment saw a mid-to-low single-digit year-on-year revenue growth in Q3 [1] Profitability Metrics - The gross profit margin improved year-on-year, while the expense ratio decreased, indicating a stable increase in profitability [1]
统一企业中国跌超6% 前三季度净利润同比增长23.1% 三季度整体收入同比基本持平
Zhi Tong Cai Jing· 2025-11-07 01:56
Core Viewpoint - Uni-President China (00220) experienced a decline of over 6%, with a current price of HKD 8.38 and a trading volume of HKD 34.74 million [1] Financial Performance - For the first three quarters, the net profit reached HKD 2.01 billion, representing a year-on-year increase of 23.1% [1] - The net profit for the third quarter alone was HKD 730 million, showing a year-on-year growth of 8.4% [1] Revenue Analysis - According to Huatai Securities, the overall revenue for Q3 2025 remained flat year-on-year [1] - The beverage segment saw a low single-digit decline in revenue for Q3 2025, primarily due to price wars on delivery platforms and industry competition [1] - The food segment experienced a low single-digit growth in revenue for Q3 2025 [1] Profitability Metrics - The gross profit margin improved year-on-year, while the expense ratio decreased, indicating a stable increase in profitability [1]
统一企业中国:前三季度未经审计税后利润20.13亿元
Cai Jing Wang· 2025-11-06 15:42
Core Viewpoint - Uni-President Enterprises China reported its unaudited net profit for the first three quarters of 2025, indicating strong financial performance across its subsidiaries in the region [1] Financial Performance Summary - Uni-President Enterprises China: unaudited net profit of 2.013 billion yuan for the first three quarters of 2025 [1] - Uni-President Asia Holdings: unaudited net profit of 2.031 billion yuan for the same period [1] - Uni-President Hong Kong Holdings: unaudited net profit of 2.030 billion yuan for the first three quarters of 2025 [1] - Uni-President China Investment: unaudited net profit of 2.086 billion yuan for the first three quarters of 2025 [1]
统一企业中国:前三季度未经审计的税后利润20.13亿元
Bei Jing Shang Bao· 2025-11-06 09:46
北京商报讯(记者 孔文燮)11月6日,统一企业中国控股有限公司披露的公告显示,截至2025年9月30 日止的9个月内,本公司及其某些子公司的未经审计税后利润(损失)约为20.13亿元。此外,前三季 度,统一亚洲控股的税后利润约为20.31亿元,统一香港控股有限公司税后利润约为20.30亿元,统一中 国投资税后利润约为20.86亿元。 ...
统一企业中国(00220) - 内幕消息-未经审核财务资料

2025-11-06 08:30
內幕消息- 未經審核財務資料 本公告乃根據證券及期貨條例第XIVA部內幕消息條文及上市規則第13.09(2)條的規定作出。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或 完整性亦不發表任何聲明,並明確表示,概不就因本公告全部或任何部分內容而產生或因依賴該 等內容而引致的任何損失承擔任何責任。 (於開曼群島註冊成立之有限公司) (股份代號:220) 根據台灣的適用法律和法規(包括台灣證券交易所的規定),統一企業作為本公司的最終控股股 東,被要求就其通過其子公司的投資情況向台灣市場透露某些信息。本公司已由統一企業告知其 擬透露的信息(「相關資料」)包括截至2025年9月30日止9個月內本公司及其某些子公司的未經審計 稅後利潤(損失)。本公司已由統一企業進一步告知相關資料將由統一企業在2025年11月6日或前 後披露。本公司按統一企業將披露之相關資料載述如下: | | 截至 | | --- | --- | | | 2025年9月30日 | | | 止9個月內 | | | 被投資企業的 | | | 未經審計 | | 公司名稱 | 稅後利潤(損失) | | | (以千計算) | ...
统一企业中国(00220) - 截至二零二五年十月三十一日止之股份发行人的证券变动月报表

2025-11-03 03:38
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 統一企業中國控股有限公司 呈交日期: 2025年11月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00220 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 50,000,000,000 | HKD | | 0.01 | HKD | | 500,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 50,000,000,000 | HKD | | 0.01 | HKD | | 500,000,000 | 本月 ...