周三盘中，京东方精电（00710）股价出现大幅下跌，跌幅高达5.07%，引发市场关注。这一显著跌幅可能与近期券商研报的分析结果有关。
据悉，招银国际最新发布的研报维持了对京东方精电的"买入"评级，但下调了公司的目标价。该券商将京东方精电2025-27年的每股盈利（EPS）预测下调了17-20%，并将目标价从此前的水平下调至8.84港元。这一调整主要考虑了公司2025年上半年的业绩表现、折旧成本上升以及2026-27年利润率的逐步复苏预期。
研报指出，京东方精电2025年上半年收入同比增长8%，基本符合市场预期，但净利润增长仅为5%，低于收入增速。这主要是由于折旧成本和费用的影响。尽管公司在汽车显示屏和系统业务方面表现良好，但更高的成本似乎拖累了整体业绩。这些因素可能引发了投资者对公司短期盈利能力的担忧，从而导致股价下跌。尽管如此，招银国际仍然看好公司的长期发展，维持了"买入"评级，显示出对公司未来前景的信心。
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