---
title: "《大行》大和一舉降統一評級至「跑輸大市」 目標價降至 7.3 元"
description: "大和將統一企業中國評級由「跑贏大市」降至「跑輸大市」，目標價從 9.8 元下調至 7.3 元。報告指出，鮮制飲料與瓶裝飲料的競爭加劇，飲料業務面臨成本壓力，預計 2025 年第四季盈利將下降 38% 至 1.33 億元人民幣，並將 2025 至 2027 年度每股盈利預測下調 4% 至 14%。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/274476412.md"
published_at: "2026-02-02T06:47:39.000Z"
---

# 《大行》大和一舉降統一評級至「跑輸大市」 目標價降至 7.3 元

> 大和將統一企業中國評級由「跑贏大市」降至「跑輸大市」，目標價從 9.8 元下調至 7.3 元。報告指出，鮮制飲料與瓶裝飲料的競爭加劇，飲料業務面臨成本壓力，預計 2025 年第四季盈利將下降 38% 至 1.33 億元人民幣，並將 2025 至 2027 年度每股盈利預測下調 4% 至 14%。

大和發表報告指，將統一企業中國 (00220.HK) 評級由「跑贏大市」連降兩級至「跑輸大市」，目標價由 9.8 元下調至 7.3 元。

報告指，來自鮮制飲料與瓶裝飲料廠商的競爭日益激烈。隨着渠道投資增加，飲料業務可能面臨成本壓力。該行預計，統一企業中國 2025 年第四季盈利將按年下降 38%，至 1.33 億元人民幣。同時將 2025 至 2027 年度每股盈利預測下調 4% 至 14%。

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