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《大行報告》中金首予飛鶴(06186.HK)「跑贏行業」評級 目標價9元
阿思達克 12-19 15:26
中金髮表研究報告,首予飛鶴(06186.HK)「跑贏行業」評級及目標價9元,對其需求復甦而推動的增長感到樂觀,又看好公司將獲得更多的市場份額,並憑藉其競爭優勢進一步實現業務多元化。 該行預計,在疫情改善下更多嬰兒出生,帶動配方奶粉市場在2024年穩步復甦,又預料明年初實施的嬰幼兒配方奶粉新國家標準,將加速中小品牌退出市場,有望帶動國內配方奶龍頭企業市場份額快速擴大。
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