智通财经APP获悉，鸿腾精密(06088)回落逾5%，截至发稿，跌5.51%，报2.23港元，成交额6190.96万港元。
消息面上，近日，鸿腾精密发布公告称，截至2025年3月31日止三个月取得营收及其他经营收入11.03亿美元，同比增加14.28%；来自持续经营的净利润624.3万美元，同比减少38.8%。招银国际指出，鸿腾精密2025年首季度业绩低于预期，业绩低于预期的主要原因是1Q25 GPM下降和外汇逆风影响。
招银国际认为，展望未来，考虑到美国关税的影响和宏观经济的不确定性，公司下调了2025年智能手机(同比下降15%)和系统产品(-5%至+5%同比增速)指引，而考虑全球供应链协调成本，公司上调了运营成本指引。因此，该行将F25-26E每股收益下调了10-18%，以反映2025年一季度的业绩和较低的指引。
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