《大行》麦格理降海尔智家(06690.HK)目标价至37.1元 评级“跑赢大市”

阿斯达克财经
May 02, 2025

麦格理的研究报告指,海尔智家(06690.HK) 今年首季收入按年增10.1%,其高档品牌卡萨帝(Casarte)品牌在国内增长逾20%,海外收入按年增12.6%。该行提到,从一个供应链的角度而言,海尔智家比起同业似乎在美国采购方面最具优势。该行指,北美采购占美国销售逾70%,公司相信其经营会保持韧性,并计划在北美改善产品组合,以及进一步提升产能效率,以减轻关税的影响。该行下调其对公司今年至...

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