---
title: "《大行》中金升光控目标价至 10 元  维持「跑赢行业」评级"
description: "中金公司将中国光大控股的目标价上调至 10 元，维持「跑赢行业」评级。报告指出，该公司上半年股东应占净利润为 3.99 亿元，扭亏为盈，符合预期。尽管高税率对成本造成压力，但市场情绪向好，业务稳步复苏，2026 年盈利预测为 24.9 亿元。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/256045309.md"
published_at: "2025-09-05T01:50:14.000Z"
---

# 《大行》中金升光控目标价至 10 元  维持「跑赢行业」评级

> 中金公司将中国光大控股的目标价上调至 10 元，维持「跑赢行业」评级。报告指出，该公司上半年股东应占净利润为 3.99 亿元，扭亏为盈，符合预期。尽管高税率对成本造成压力，但市场情绪向好，业务稳步复苏，2026 年盈利预测为 24.9 亿元。

中金公司研究报告指，中国光大控股 (00165.HK) 上半年股东应占净利润 3.99 亿元，相较去年同期亏损为 12.8 亿元，实现扭亏为盈；每股盈利 0.24 元，表现大致符合该行预期。

受惠於市场上行带动投资收益增长，但较高税率对成本构成压力，该行维持 2025 年盈利预测基本不变，引入 2026 年盈利预测为 24.9 亿元。考虑到市场情绪向好及公司业务稳步复苏，维持「跑赢行业」评级，目标价由 4.7 元上调至 10 元。

### Related Stocks

- [00165.HK - 中国光大控股](https://longbridge.com/zh-CN/quote/00165.HK.md)

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> **免责声明**：本文内容仅供参考，不构成任何投资建议。
