---
title: "《大行》高盛重申康师傅「买入」评级  续看好今年经营前景"
description: "高盛重申康师傅「买入」评级，预计其即食面业务将受益于市场份额提升和经营效率改善，2025 至 2027 年盈利预测上调 5% 至 8%。目标价从 12.7 元升至 13.7 元。相对而言，统一的收入预测下调 1% 至 4%，盈利预测下调 5% 至 10%，目标价从 9 元降至 8.2 元，维持「中性」评级。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/273959559.md"
published_at: "2026-01-28T08:18:44.000Z"
---

# 《大行》高盛重申康师傅「买入」评级  续看好今年经营前景

> 高盛重申康师傅「买入」评级，预计其即食面业务将受益于市场份额提升和经营效率改善，2025 至 2027 年盈利预测上调 5% 至 8%。目标价从 12.7 元升至 13.7 元。相对而言，统一的收入预测下调 1% 至 4%，盈利预测下调 5% 至 10%，目标价从 9 元降至 8.2 元，维持「中性」评级。

高盛发表研究报告指，看好康师傅 (00322.HK) 较专注於发展即食面业务，今年市场份额及经营效率有望提升，预期该公司今年经营前景向好，将 2025 至 2027 年盈利预测上调 5% 至 8%，预测即食面业务经营利润率将受惠於成本压力缓和、产品提价及费用节省而有所扩张，将目标价从 12.7 元升至 13.7 元，重申「买入」评级。

至於同业统一 (00220.HK)，高盛将 2025 至 2027 年收入预测下调 1% 至 4%，以反映饮料业务或受到市场竞争加剧的影响，盈利预测则下调 5% 至 10%；在即食面及 OEM 业务支持下，目前估计统一今年销售额可增长约 3.5%，盈利料增长 1%，相应地目标价从 9 元下调至 8.2 元，维持「中性」评级。

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