异动解读|比亚迪电子盘中下跌3.71%,9月股本维持稳定但市场情绪偏弱

行情直击
Oct 08

10月8日,比亚迪电子盘中下跌3.71%,报22.86港元,成交额1453.76万港元。公司10月1日发布的9月股份变动月报表显示,截至9月30日已发行股份总数维持2,253,204,500股不变,当月无新增发行、回购或注销,亦无股份期权、股权激励或可换股票据相关变动。

尽管股本面维持稳定,但公司上半年纯利同比大跌75%,主要受约7亿元汇兑亏损拖累,毛利率亦同比收缩2个百分点至4.9%。机构对后续业绩改善看法分歧,杰富瑞维持持有评级并下调目标价至25港元,摩根士丹利则因主要客户旺季及液冷产能提升而给予增持评级,但将目标价降至33港元。

比亚迪电子依托电子信息技术、人工智能、5G与物联网、热管理、新材料及精密模具等核心技术,为全球客户提供一站式产品解决方案,业务涵盖智能手机、电脑、AI算力基础设施、智能穿戴、新能源汽车、机器人及通信设备等多元市场领域。

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