异动解读|比亚迪电子盘中下跌3.09%,锂电池板块走弱叠加中期盈利大幅承压

行情直击
Sep 15

9月15日,比亚迪电子盘中下跌3.09%,报22.6港元,成交额1.46亿港元。

消息面上,港股锂电池板块当日全线走弱,多家头部电池企业确认下半年以来各地基本已停止受理新增动力电池及储能电池产能备案,行业产能过剩压力凸显,板块联动效应拖累比亚迪电子等关联个股。此外,公司此前披露的中期业绩持续发酵,上半年归母净利润同比大跌75.35%至4.26亿元,毛利率从6.88%降至4.91%,主要受约7亿元汇兑亏损及产品结构转差拖累。机构观点分化明显,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"。

(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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