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《大行報告》中金:去年業績或超出/低於預期股份名單(表)
中金發表研究報告,去年業績可能超出預期股份名單表列如下: 股份 | 原因 法拉帝(09638.HK) | 受惠強勁品牌力、戰略定位及規模效應 L'OCCITANE(00973.HK) | 主要品牌利潤率改善更大 美高梅中國(02282.HK) | 淨利潤率提升優於預期 阿里影業(01060.HK) | 考慮大麥的併表 周生生(00116.HK) | 港澳地區恢復 巨子生物(02367.HK) | 膠原蛋白成分賽道處於快速成長紅利期 上美股份(02145.HK) | 經營變革進入收獲期 中銀航空租賃(02588.HK) | 八架涉俄飛機轉回或形成當期利潤 去年業績可能低於預期股份名單表列如下: 股份 | 原因 銀河娛樂(00027.HK) | 三期開業後利潤率承壓 檸萌影視(09857.HK) | 劇集內容上線波動 青瓷遊戲(06633.HK) | 產品表現遜預期 心動公司(02400.HK) | 年末產品買量較大 友誼時光(06820.HK) | 年末為新品宣發投入 IGG(00799.HK) | 去年遊戲產品買量投放較大 李寧(02331.HK) | 行業競爭激烈 海螺水泥(00914.HK) | 市場一致預期偏高 百果園集團(02411.HK) | 去年同店銷售低單位數下跌 奈雪的茶(02150.HK) | 日銷恢復情況承壓 呷哺呷哺(00520.HK) | 考慮日銷恢復情況及湊湊品牌調整 明源雲(00909.HK) | 減虧速度遜預期 微盟集團(02013.HK) | 為持續佈局AI+SaaS進行投資 智雲健康(09955.HK) | 數字營銷面對短期逆風 醫渡科技(02158.HK) | 健康管理平台及解決方案面對逆風
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