智通财经APP获悉，花旗发布研报称，伟易达(00303)截至3月底止财年纯利跌5.9%至1.568亿美元，较该行此前预测的1.796亿美元低出约13%。业绩逊预期主因(1)美国独立日前库存积压推高制造费用和直接人工成本;(2)收购Gigaset导致营运开支及税率上升。基于此，该行对其2026至2027财年盈利预测下调23%至24%，并引入2028财年预测。参照历史均值及2026财年7%至8%的股息收益率支持，该行将目标价由65港元下调至62港元，评级“买入”。
报告称，作为关税应对策略，伟易达计划将海外生产基地占比从当前的25%提升至2026财年的35%以服务美国市场。虽然预计业绩逊色将导致股价短期承压，但该行认为2027财年起将重拾增长动能。当前股息收益率超过8%，任何股价弱势都可能提供更佳买入机会。
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