比亚迪电子Takeaways from mgmt.visit:Apple order

招银国际
03 Jun

一、公司业务展望积极BYDE管理层近期在深圳的交流中表达了对公司2025-2027年业务前景的乐观态度。预计美国客户的新产品(智能家居、折叠手机)和市场份额增长(iPad、盖板玻璃)、汽车业务的快速增长,以及AI服务器业务的扩展将推动公司未来几年的业绩。公司计划在2025年实现1900亿至2100亿元人民币的营收目标。二、应对市场担忧管理层回应了市场对美国关税、H20禁令及汽车价格战的担忧。对于...

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