异动解读 | 京东方精电盘中大跌5.04%,可能被剔除港股通且遭花旗下调评级

异动解读
Aug 28

京东方精电(00710.HK)今日盘中大跌5.04%,引发市场关注。截至发稿时,该股报价已下跌至6.12港元附近,成交额超过7300万港元。

消息面上,该公司近期面临多重利空因素。首先,恒生指数公司于8月22日公布半年度指数调整结果,京东方精电将被剔除出恒生综合指数,这一变动将于9月8日生效。此外,该公司可能在9月被剔除出港股通,这将影响内地投资者对该股的投资。

京东方精电最新公布的2025年上半年业绩也不尽如人意。虽然公司收益同比增长8%至66.71亿港元,但股东应占溢利仅增长5%至1.8亿港元,利润增速低于营收增速。光大证券分析指出,这主要受公司拓展车载显示系统业务增加研发投入、越南工厂额外投资、应收账款拨备计提以及员工成本增加等因素影响。花旗更是将该公司投资评级从"买入"一举下调至"沽售",并将目标价从7.4港元下调至5.5港元,认为公司业务复苏进展缓慢,预期未来两年经营利润率难有显著改善。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10