---
title: "《大行》中金升光控目標價至 10 元  維持「跑贏行業」評級"
description: "中金公司將中國光大控股的目標價上調至 10 元，維持「跑贏行業」評級。報告指出，該公司上半年股東應占淨利潤為 3.99 億元，扭虧為盈，符合預期。儘管高税率對成本造成壓力，但市場情緒向好，業務穩步復甦，2026 年盈利預測為 24.9 億元。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/256045309.md"
published_at: "2025-09-05T01:50:14.000Z"
---

# 《大行》中金升光控目標價至 10 元  維持「跑贏行業」評級

> 中金公司將中國光大控股的目標價上調至 10 元，維持「跑贏行業」評級。報告指出，該公司上半年股東應占淨利潤為 3.99 億元，扭虧為盈，符合預期。儘管高税率對成本造成壓力，但市場情緒向好，業務穩步復甦，2026 年盈利預測為 24.9 億元。

中金公司研究報告指，中國光大控股 (00165.HK) 上半年股東應占淨利潤 3.99 億元，相較去年同期虧損為 12.8 億元，實現扭虧為盈；每股盈利 0.24 元，表現大致符合該行預期。

受惠於市場上行帶動投資收益增長，但較高税率對成本構成壓力，該行維持 2025 年盈利預測基本不變，引入 2026 年盈利預測為 24.9 億元。考慮到市場情緒向好及公司業務穩步復甦，維持「跑贏行業」評級，目標價由 4.7 元上調至 10 元。

### Related Stocks

- [00165.HK - 中國光大控股](https://longbridge.com/zh-HK/quote/00165.HK.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| China Everbright Limited Issues RMB 1 Billion Two-Year Medium-Term Notes | China Everbright Limited has issued RMB 1 billion in medium-term notes with a 2.08% coupon rate for the first two years. | [Link](https://longbridge.com/zh-HK/news/274283708.md) |
| Forget the Endless AI Stock Debate: This Outperforming Sector is the One to Watch Now | Forget the Endless AI Stock Debate: This Outperforming Sector is the One to Watch Now | [Link](https://longbridge.com/zh-HK/news/276248050.md) |
| AI music is here to stay — and it could offer a lifeline to struggling record companies | AI music is here to stay — and it could offer a lifeline to struggling record companies | [Link](https://longbridge.com/zh-HK/news/276433797.md) |
| Nomura Adjusts CSPC Pharmaceutical Group's Price Target to HK$12.04 From HK$9.11, Keeps at Buy | Nomura Adjusts CSPC Pharmaceutical Group's Price Target to HK$12.04 From HK$9.11, Keeps at Buy | [Link](https://longbridge.com/zh-HK/news/276056763.md) |
| United Breweries Ltd Says Soufflet Malt Builds New Malthouse In India With UBL | United Breweries Ltd :UNITED BREWERIES LTD - SOUFFLET MALT BUILDS NEW MALTHOUSE IN INDIA WITH UBLUNITED BREWERIES LTD -  | [Link](https://longbridge.com/zh-HK/news/276413814.md) |

---

> **免責聲明**：本文內容僅供參考，不構成任何投資建議。