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港股
詳情
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萬洲國際
6.385
-0.160
-2.44%
手動刷新
成交量:
7,290.67萬
成交額:
4.68億
市值:
819.20億
市盈率:
6.67
高:
6.560
開:
6.540
低:
6.345
收:
6.545
52周最高:
10.080
52周最低:
6.345
股本:
128.30億
香港流通股本:
128.30億
量比:
0.89
換手率:
0.57%
股息:
0.91
股息率:
14.25%
每股收益(LYR):
0.957
淨資產收益率:
15.40%
總資產收益率:
8.29%
市淨率:
0.94
市盈率(LYR):
6.67
市銷率:
0.37
資料載入中...
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公司
新聞資訊
公告
萬洲國際(00288)出現大手買入430萬股,成交價$6.405,涉資2.754千萬
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·
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·
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新浪港股
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中金财经
·
09/10
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智通财经
·
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新浪港股
·
09/10
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智通财经
·
09/10
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·
09/10
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·
09/10
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·
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13:19","pubTimestamp":1789449540,"startTime":"0","endTime":"0","summary":"摩根大通发表报告指,中国消费板块上半年艰苦推进,业绩表现与其说是复苏,不如说更像一次现实检视。该行指,库存高企及ROAE/ROIC下降,正增加资产负债表及现金流风险。该行又指,下半年市场预期仍偏高,市场预期仍假设下半年反弹,但未获第三季至今趋势或企业言论支持;2027年市场预期仍假设平稳再加速,意味2026年第四季至2027年仍有进一步下调风险。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230623162757723_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230623162757723_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1544513/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1544513/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["IE00BQXX3D17.EUR","LU0173614495.USD","ANPDY","BK4539","BK1500","LU0251143458.SGD","LU0327786744.USD","LU1328615791.USD","LU1166156734.SGD","LU0326950275.SGD","LU1794554557.SGD","LU0029875118.USD","LU0140636845.USD","LU0456842615.SGD","SG9999001226.SGD","BK1589","BK1237","LU0320764755.SGD","BK1616","LU0048580855.USD","LU0328353924.USD","LU0762542818.HKD","80291","LU0868486357.SGD","BK4585","LU0029864427.USD","BK1570","HK0000306701.USD","LU2125910500.SGD","LU0348766576.USD","LU0737861699.HKD","LU1023057109.AUD","BK1583","LU0359201885.HKD","BK1214","LU0228659784.USD","LU1051768304.USD","LU0348825331.USD","LU2008162690.USD","LU0205439572.USD","LU0197773160.USD","09980","LU0287142896.SGD","00168","LU0831093199.SGD","LU1769817179.HKD","82020","SGXZ90724238.SGD","LU0708994859.HKD","BK1610","LU1439103000.SGD","LU0163747925.USD","LU0431992006.USD","SG9999001069.SGD","BK1553","LU0048597586.USD","LU0072462343.USD","02020","BK1587","LU0417516902.SGD","IE00BPRC5H50.USD","IE00BQXX3F31.USD","LU0385154629.USD","LU0348788117.USD","LU0877626530.USD","LU0128522157.USD","LU1807302812.USD","BK1521","LU2394011477.USD","BK4531","LU0672654166.SGD","IE00B543WZ88.USD","IE00B0169L03.USD","HK0000320223.HKD","000333","LU0052750758.USD","LU0274383008.USD","LU0823426308.USD","WHGLY","BK1578","LU1515016050.SGD","BK1604","LU0762541174.USD","LU0261947096.USD","LU0048575426.USD","LU0261950470.USD","LU1102505929.USD","LU0594300419.USD","09633","LU0471298777.SGD","IE00B067MR52.USD","06186","LU0702159699.USD","LU0651946864.USD","LU1981816686.USD","IE00B0JY6N72.USD","LU0348767384.USD","LU2488822045.USD","BK1168","LU0708995583.HKD","SG9999002950.SGD","LU1188198961.HKD","LU0320764599.SGD","00288","09987","LU0588546209.SGD","LU1720050803.USD","BK4504","LU0594300179.USD","LU0370786039.SGD","02319","IE0034224299.USD","BK1543","IE00B97KM107.HKD","LU0359202008.SGD","LU0251144936.SGD","LU0211977185.USD","BK1180","BK1227","IE00B5MMRT66.SGD","BK1603","LKNCY","SG9999001051.SGD","LU1102505762.USD","00300","LU1993786604.SGD","02460","LU1171460220.USD","BK1512","HK0000320264.USD","LU1769817096.USD","CRHKY","BK4526","BK4610","IE0031814852.USD","IE00BGV7N243.SGD","LU0541502299.USD","LU1224709979.USD","LU1831875114.USD","LU2279858448.HKD","LU0630378692.HKD","01876","LU2177674079.SGD","IE0008369823.USD","IE0032834883.USD","BK1502","LU0605514214.HKD","605499","IE00BMCWC346.EUR","LU0541501648.USD","YUMC","BK4588","LU0244354667.USD","00291","LU0762540952.USD","IE00B29SXG58.USD","LU2045819591.USD","02097","IE0008368742.USD","SG9999002828.SGD","LU0359201612.USD","LU2279701549.SGD","SG9999001903.USD","BK1510","IE0009570106.USD","LU0463099449.HKD","BK1200","IE00B031J352.USD","IE00BYV24P56.USD","LU0572944931.SGD","LU0307460666.USD","CHA","LU0702159343.USD","LU1119993845.HKD","600600","LU0823426480.USD","LU0228367735.SGD","LU1960683339.HKD","01364","LU0650527681.SGD","SG9999000459.SGD","LU1115378108.SGD","LU0315179316.USD","LU0106959298.USD","BK4209","NNFSF","SG9999011746.SGD","BK1233","LU0310800379.SGD","LU0630378429.USD","LU1048588211.SGD","LU0197773673.USD","CIADY","LU1267930573.SGD","LU0640798160.USD","BK1597","IE0003895053.USD","HK0000306685.HKD","SG9999006514.SGD","IE00BQXX3C00.GBP","LU2039709279.SGD","LU0259732245.USD","IE00B031HY20.USD","LU0128525929.USD","LU0543330483.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667639779","title":"萬洲國際(00288)出現大手賣出130萬股,成交價$6.465,涉資840.45萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2667639779","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667639779?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 09:20","pubTimestamp":1789348800,"startTime":"0","endTime":"0","summary":"[大手成交]万洲国际(00288)在上午09:20出现大手卖出,成交量为130万,成交价为港币$6.465,涉资840.45万。至目前为止,股价无升跌,今日最高价为$6.465,而最低价为$6.465,总成交量为1.403千万股,总成交金额港币$9.103千万。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145550868_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145550868_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2609144/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2609144/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0173614495.USD","BK1237","LU0274383008.USD","LU0702159699.USD","BK1521","LU0287142896.SGD","LU0541501648.USD","LU0541502299.USD","SG9999001051.SGD","LU1166156734.SGD","00288","SGXZ90724238.SGD","SG9999001069.SGD","BK1603","BK1543","SG9999001226.SGD","SG9999002950.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666264395","title":"穆迪:確認萬洲國際「Baa2」發行人評級,展望調整至「正面」","url":"https://stock-news.laohu8.com/highlight/detail?id=2666264395","media":"久期财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666264395?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 18:13","pubTimestamp":1789121580,"startTime":"0","endTime":"0","summary":"久期财经讯,9月10日,穆迪确认万洲国际有限公司 “Baa2”发行人评级,并将评级展望由“稳定”调整至“正面”。评级理据万洲国际的Baa2发行人评级反映了其在包装肉制品及其他猪肉产品领域的领先市场地位、支撑稳定盈利能力的多元化地域市场覆盖、强劲的财务状况,以及控股公司稳健的信用质量。穆迪预计万洲国际2026年和2027年的总收入将增长约5%。鉴于正面展望,万洲国际的评级下调可能性较低。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/hk/2026-09-11/doc-inirnaiy8987568.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["00288"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666452955","title":"高盛:萬洲國際維持「買入」評級 目標價下調至10.10港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2666452955","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666452955?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 13:47","pubTimestamp":1789105620,"startTime":"0","endTime":"0","summary":"热点栏目自选股\n数据中心\n行情中心\n资金流向\n模拟交易客户端高盛发布研报称,万洲国际(00288)旗下Smithfield更新业务状况,并下调第三季经调整营业利润指引,按中位数计或同比下跌53%。因应最新情况,该行调整万洲的盈利预测,预期公司今年第三季经营溢利同比跌24%,而第四季则同比持平,此前预测则为跌10%及升4%。该行计及最新美国业务预测后,下调万洲国际2026至28年经营溢利预测3至5%,目标价由10.9港元下调至10.1港元,维持“买入”评级。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2026-09-11/doc-inirmruc2440815.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["00288","EWH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666543241","title":"花旗:萬洲國際維持「買入」評級 目標價下調至8.20港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2666543241","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666543241?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 12:59","pubTimestamp":1789102740,"startTime":"0","endTime":"0","summary":"模拟交易客户端花旗发布研报称,万洲国际旗下Smithfield因需求疲软及猪肉/生猪价格下跌趋势,进一步下调指引,该行下调万洲2026至2028年净利润预测10%至11%,并将北美经营溢利预测下调18%,主要受猪肉业务拖累。由于盈利预测下调及控股公司折让提高,目标价由9.9港元下调至8.2港元。维持“买入”评级,因在保守派息假设下股息收益率仍逾5%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2026-09-11/doc-inirmrtz5370170.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["00288","EWH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666568199","title":"大行評級丨瑞銀:微降萬洲國際目標價至9.4港元,維持「買入」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2666568199","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666568199?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 14:47","pubTimestamp":1789022822,"startTime":"0","endTime":"0","summary":"瑞银发表研报指,万洲国际美国子公司Smithfield公布第三季业务更新,提及生猪及新鲜猪肉业务持续受压。Smithfield更审慎的第三季展望为万洲国际的全年指引带来下行风险,该指引已于8月第二季业绩后下调,令万洲国际的盈利进一步受压。该行认为,较低原材料成本理论上可支持包装肉类利润率,但由于包装肉类消费趋势疲弱及运输成本上升等因素,或不足以抵销生猪养殖及新鲜猪肉业务的压力。该行考虑到万洲国际的美国业务前景,下调公司2026及27年度盈利5%及2%,目标价由9.5港元降至9.4港元,维持“买入”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260910/32365936.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["EWH","00288"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666156857","title":"港股異動 | 萬州國際(00288)再跌超3% Smithfield進一步下調業績指引 北美豬肉業務拖累公司盈利","url":"https://stock-news.laohu8.com/highlight/detail?id=2666156857","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666156857?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 14:33","pubTimestamp":1789022014,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,万州国际(00288)再跌超3%,截至发稿,跌2.61%,报6.915港元,成交额3.7亿港元。消息面上,花旗发布研报指出,由于Smithfield进一步下调第三季展望,反映需求疲弱及猪肉/生猪价格下行趋势,该行将万洲国际2026至2028年净利润预测下调10%至11%,主要由于北美受猪肉业务拖累,经营利润下调18%。该行同时将派息比率假设由66%下调至50%,反映经营挑战下现金流不确定性,以及双汇发展中期未派息。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1494332.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1543","LU0702159699.USD","SG9999001051.SGD","SG9999001226.SGD","LU0173614495.USD","BK1237","LU0541501648.USD","BK1521","LU0274383008.USD","VXUS","KCAI","LU0287142896.SGD","BK1603","LU0541502299.USD","LU1166156734.SGD","BK4585","SG9999001069.SGD","00288","SG9999002950.SGD","SGXZ90724238.SGD","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666504945","title":"瑞銀:萬洲國際維持「買入」評級 目標價下調至9.40港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2666504945","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666504945?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 14:14","pubTimestamp":1789020840,"startTime":"0","endTime":"0","summary":"模拟交易客户端瑞银发布研报称,略下调万洲国际目标价1.1%,从9.5港元下调至9.4港元,维持“买入”评级,因股息率预期约8%。瑞银指,鉴于对公司美国业务持更审慎的看法,该行将万洲国际2026至2027年的盈利预测分别下调5%和2%。公司美国分公司史密斯菲尔德9月8日收市后公布2026年第三季业绩,强调其来自新鲜猪肉加工产业利润率以及生猪价格走弱带来的下行风险。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2026-09-10/doc-inirinus8547292.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["EWH","00288"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666557497","title":"瑞銀:維持萬洲國際(00288.HK)「買入」評級 目標價下調至9.4港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2666557497","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666557497?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 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維持「買入」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2666552379","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666552379?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 11:45","pubTimestamp":1789011900,"startTime":"0","endTime":"0","summary":"高盛发表研究报告指,万洲国际(00288.HK) 旗下Smithfield更新业务状况,并下调第三季经调整营业利润指引,按中位数计或按年下跌53%。因应最新情况,该行调整万洲的盈利预测,预期公司今年第三季经营溢利按年跌24%,而第四季则按年持平,此前预测则为跌10%及升4%。该行计及最新美国业务预测后,下调万洲国际2026至28年经营溢利预测3至5%,目标价由10.9元下调至10.1元,维持“买入”评级。(sl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-09-09 16:25。)AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250818162855384_s.jpeg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250818162855384_s.jpeg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1543782/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1543782/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["00288"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666546305","title":"港股異動 | 豬肉概念股跌幅居前 全國豬肉價格連漲四周上漲 高供給仍制約上漲彈性","url":"https://stock-news.laohu8.com/highlight/detail?id=2666546305","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666546305?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 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10:42","pubTimestamp":1789008137,"startTime":"0","endTime":"0","summary":"《股市简讯》中国猪肉加工企业万洲国际跌4%创逾15个月新低,花旗下调目标价* 中国猪肉加工企业--万洲国际0288.HK周四早盘一度跌4%,报6.815港元,创2025年5月30日以来新低。* 花旗在报告中表示,将万洲国际目标价由9.9港元下调至8.2港元,子公司史密斯菲尔德SFD.O进一步下调第三季度业绩展望,主要由于需求疲软以及猪肉/生猪价格下行。* 万洲国际今年迄今挫21.2%,同期恒生指数.HSI下滑2.6%。* 恒生综合行业指数 - 必需性消费.HSCICS盘中跌1.7%。(完)更多股市简讯请点选CN-CMN-HOT","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260910:nL4S45206Q:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00288","LU0173614495.USD","SG9999001226.SGD","BK1237","LU0287142896.SGD","SG9999001069.SGD","LU0541501648.USD","SGXZ90724238.SGD","LU0274383008.USD","LU1166156734.SGD","BK1521","BK1603","LU0541502299.USD","BK1543","SG9999002950.SGD","LU0702159699.USD","SG9999001051.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666255162","title":"大行評級丨花旗:下調萬洲國際目標價至8.2港元,維持「買入」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2666255162","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666255162?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 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09:51","pubTimestamp":1789005079,"startTime":"0","endTime":"0","summary":"9月10日,万洲国际盘中下跌3.03%,报6.885港元,成交额1.11亿港元,延续近期弱势。消息面上,万洲国际此前发布中期业绩,二季度撇除生物公允值变动后经营溢利同比跌约7%至6.18亿美元,低于市场预期,北美、中国及欧洲三大市场经营溢利均有所下降。旗下Smithfield全线下调所有业务板块全年经调整经营溢利指引,主要受生猪期货价格下行及行业供应增加影响。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"万洲国际盘中下挫,多家大行齐降目标价","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00288"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666559383","title":"【券商聚焦】中信證券:26H2豬價預估仍在成本線下震盪,27年豬價景氣可期","url":"https://stock-news.laohu8.com/highlight/detail?id=2666559383","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666559383?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 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中信证券研究指,26H1猪价持续探底,其中4月均价降至9.32元/公斤,为近十年新低,近期猪价仍在低位震荡。上市公司层面,26H1板块亏损逐季度加深,业绩整体承压。深度亏损下,上市猪企资金压力加大,26Q2末板块资产负债率为65.11%,同比上升13.3%,环比提升2.74ppts,母猪生物资产继续削减。展望后续,26H2猪价预估仍在成本线下震荡,而政策持续约束头部企业产能们预估生猪产能维持去化趋势,2027年猪价景气可期。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991212","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1549","LU1146622755.USD","LU1328615791.USD","00288","BK0028","BK1564","LU2148510915.USD","LU0541501648.USD","SG9999001051.SGD","06030","BK1543","02714","SG9999001069.SGD","LU2580892862.HKD","LU1997245177.USD","SGXZ90724238.SGD","LU0287142896.SGD","BK1521","BK0012","LU0405327494.USD","LU0702159699.USD","BK0276","LU1655091616.SGD","LU1580142542.USD","01610","KCE","BK1603","LU0173614495.USD","SG9999001226.SGD","LU2289578879.USD","BK0196","BK1147","LU0405327148.USD","LU1064130708.USD","LU1064131003.USD","LU1166156734.SGD","SG9999002950.SGD","LU1255011170.USD","LU1997245094.SGD","600030","BK1237","LU2580892789.USD","01340","BK0183","LU0541502299.USD","LU2495084118.USD","BK0188","LU1720050803.USD","LU1820825898.SGD","BK1516"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666258236","title":"史密斯菲爾德因第三季度前景疲軟而股價下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2666258236","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666258236?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 18:37","pubTimestamp":1788950268,"startTime":"0","endTime":"0","summary":"BUZZ-史密斯菲尔德因第三季度前景疲软而股价下跌9月9日-** 猪肉生产商史密斯菲尔德食品公司(Smithfield Foods,SFD.O)的股价在盘前交易中下跌3.5%,至21.3美元** 该公司预计第三季度生鲜猪肉业务板块的经调整营业亏损将在7000万至9000万美元之间,而去年同期该业务板块盈利1000万美元** SFD预计第三季度经调整营业利润为1.15亿至1.75亿美元,低于去年同期","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260909:nL4T4510UK:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1543","BK1603","00288","LU0287142896.SGD","SG9999001226.SGD","LU0702159699.USD","LU0274383008.USD","BK1237","LU0173614495.USD","FXG","SG9999001051.SGD","SGXZ90724238.SGD","SG9999002950.SGD","LU0541501648.USD","BK4212","LU1166156734.SGD","SG9999001069.SGD","BK1521","SFD","LU0541502299.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666358917","title":"大行評級丨高盛:維持萬洲國際「買入」評級,下調第三季EBIT預測","url":"https://stock-news.laohu8.com/highlight/detail?id=2666358917","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666358917?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 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Smithfield進一步下調第三季展望","url":"https://stock-news.laohu8.com/highlight/detail?id=2666586386","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666586386?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 16:32","pubTimestamp":1788942720,"startTime":"0","endTime":"0","summary":"花旗发表报告,将万洲国际目标价由9.9港元下调至8.2港元,维持“买入”评级。花旗指出,由于Smithfield进一步下调第三季展望,反映需求疲弱及猪肉/生猪价格下行趋势,该行将万洲国际2026至2028年净利润预测下调10%至11%,主要由于北美受猪肉业务拖累,经营利润下调18%。该行同时将派息比率假设由66%下调至50%,反映经营挑战下现金流不确定性,以及双汇发展中期未派息。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190813171040348_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190813171040348_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1543651/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1543651/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["00288"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666858680","title":"《大行》高盛:美國豬肉業務第三季進一步受壓 累萬洲(00288.HK)EBIT預測下調","url":"https://stock-news.laohu8.com/highlight/detail?id=2666858680","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666858680?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 16:28","pubTimestamp":1788942480,"startTime":"0","endTime":"0","summary":"高盛指,美国业务溢利预计对万洲第三季贡献约48%,按SFD最新指引推算,万洲国际第三季整体EBIT将由原先预期的按年跌幅约10%,扩大至按年下跌约25%左右,其中美国业务EBIT将按年下跌约45%左右。若第四季维持不变,SFD的盈利指引下调即意味着万洲国际全年盈利预测将面临中单位数百分比的下调。该行目前对万洲国际目标价为10.9港元,维持“买入”评级。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250818162855571_s.jpeg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250818162855571_s.jpeg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1543648/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1543648/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1543","LU1166156734.SGD","SG9999001226.SGD","LU0702159699.USD","SG9999001051.SGD","LU0274383008.USD","BK1603","BK1237","SG9999001069.SGD","BK1521","00288","LU0173614495.USD","SG9999002950.SGD","SGXZ90724238.SGD","LU0541501648.USD","LU0287142896.SGD","LU0541502299.USD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":1,"totalSize":200,"code":"91000000","status":"200"}]}}