---
title: "《大行》华泰证券升北控目标价至 38.29 元  扣非净利增长及派息计划或带动估值修复"
description: "华泰证券将北京控股的目标价上调至 38.29 元，认为扣非净利润增长及明确的派息计划将推动公司估值修复。该公司上半年收入同比增长 5.2%，纯利增 8.1%，基本符合预期。华泰证券维持「买入」评级，并轻微下调 2023 年盈测 0.1% 至 54.1 亿元人民币，同时上调 2026 及 2027 年盈测各 0.4%。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/255710295.md"
published_at: "2025-09-03T03:52:05.000Z"
---

# 《大行》华泰证券升北控目标价至 38.29 元  扣非净利增长及派息计划或带动估值修复

> 华泰证券将北京控股的目标价上调至 38.29 元，认为扣非净利润增长及明确的派息计划将推动公司估值修复。该公司上半年收入同比增长 5.2%，纯利增 8.1%，基本符合预期。华泰证券维持「买入」评级，并轻微下调 2023 年盈测 0.1% 至 54.1 亿元人民币，同时上调 2026 及 2027 年盈测各 0.4%。

华泰证券发表研究报告指，北京控股 (00392.HK) 上半年收入按年升 5.2%，纯利增 8.1%，基本符合预期；扣非净利润增 4.1%，派中期息 85 港仙。该行认为，扣非净利润增长及明确的派息计划或带动公司估值修复，维持「买入」评级，目标价由 34.02 元上调至 38.29 元。

该行轻微下调北京控股今年盈测 0.1% 至 54.1 亿元人民币，又将 2026 及 27 年盈测上调各 0.4%，分别至 57 亿及 59.4 亿元人民币。

### Related Stocks

- [00392.HK - 北京控股](https://longbridge.com/zh-CN/quote/00392.HK.md)

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