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港股異動丨統一企業中國漲3.73% 全年銷量無憂 大行唱多
格隆匯 10-08 16:17
格隆匯10月8日丨統一企業中國(0220.HK)漲3.73%,報8.62港元,成交2131萬港元,總市值372億港元。

自從2017年以來,國內方便麪市場的銷量已開始持續回暖,受益於此,國內方便麪巨頭統一企業的方便麪業務也重現增長勢頭。尼爾森數據顯示,2019年上半年,中國方便麪市場銷售額同比增加7.5%,整體銷量同比增長1.4%。 據世界方便麪協會預測,2019年中國方便麪銷量有望維持在400億份以上。
大和總研近日與統一企業高層會面後發表研究報告預測,統一企業將繼續受惠於原材料價格下跌及增值税率下調,預料公司今年下半年的毛利率將會擴闊,而今年派息率可達100%。大和輕微調整統一企業2019-2021年度的每股盈利預測,維持其“優於大市”評級,目標價為10港元。
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