交银国际：升海尔智家(06690)目标价至35.8港元 派息水平超预期
交银国际发布报告称，考虑到政策逐步落实、北美市场发展提升、欧洲市场盈利改善，及业绩增长的确定性和派息率提升，将海尔智家(06690)目标价由31.1港元上调至35.8港元，维持“买入”评级。
报告中称，公司去年销售额及纯利同比分别增7.3%和12.8%，至2614亿及166亿人民币;毛利率及营业利润率分别升0.2及0.3个百分点，带动净利润率扩张0.4个百分点至6.4%。期内，派息率升至45%，并预计2025年和2026年的派息率将提升至50%。该行相关，超出市场预期的分红计划将推动公司股价。
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