异动解读|比亚迪电子盘中下跌3.07%,中期盈利大幅承压叠加手机产业链持续走弱

行情直击
Sep 11

9月11日,比亚迪电子盘中下跌3.07%,报23.36港元,成交额1759.24万港元,延续近期连续回调态势。

消息面上,公司此前披露的中期业绩显示,上半年归母净利润4.26亿元,同比大幅下降75.35%,主要受约7亿元汇兑亏损及高毛利组件贡献减少拖累,毛利率从6.88%降至4.91%,经营现金流从100.02亿元骤降至8.44亿元。机构观点持续分化,杰富瑞将目标价下调至25港元维持"持有",大摩下调至33港元维持"增持",星展则上调至40港元维持"买入"。行业层面,全球智能手机出货量同比下降16.7%,手机产业链个股普遍承压,板块联动效应进一步加剧股价回调。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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