2025年盈利能力或短期承压,海外产能落地有望驱动2027年利润显著释放考虑美国关税政策仍不明朗,我们将2025-2026年净利润预测由1.30/1.64亿美元下调至0.99/1.18亿美元,并新增2027年预测2.00亿美元,同比增速-12.3/19.2/69.7%,当前市值分别对应2025-2027年10.9/9.1/5.4倍PE。美国衰退担忧、关税政策风险为当前估值压制核心因素,2025年...
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