【高盛：维持比亚迪电子买入评级 目标价升至58.46港元】金十数据2月11日讯，高盛发布研究报告称，维持比亚迪电子(00285.HK)2024年预测基本不变，并将2025-2027年净收入上调分别15%/2%/1%，主因其收入和毛利率的增加，反映该行对集团向零件业务扩张的积极看法。同时上调其目标价15%，由51.02港元升至58.46港元，维持买入评级。高盛预计由于搭乘母公司比亚迪股份的NOA及智能驾驶趋势，及比亚迪电子自身产品线的扩展，比亚迪电子的智能手机金属中框和汽车电子收入贡献将从2023年的11%，提升至2024年下半年/2025年下半年/2026年的26%/36%/40%。展望2026-2027年，因考虑到智能手机和汽车市场竞争日趋激烈，尽管产品组合持续朝零件业务升级，但其毛利率预测则小幅下调。
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