《大行》招银国际降海尔智家(06690.HK)目标价至28.45元 对公司前景态度审慎

阿斯达克财经
07 May

招银国际发表研究报告指,海尔智家(06690.HK) 首季业绩略胜于预期,管理层重申其2025财年指引,即销售录高单位数增长,而净利润增长则超过10%。
然而,该行提到,由于中国零售销售增长放缓,加上政府推出刺激经济措施后,料下半年的基数较高,而且美国对进口产品征收关税,其销售增长或会放缓,利润亦有机会受到侵蚀,因此,该行对海尔智家前景持较审慎的态度。该行下调公司2025及2026财年的净利润预测6%,目标价由36.41元降至28.45元,续予“买入”评级。(sl/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-06 16:25。)

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