智通财经APP获悉，德昌电机控股(00179)再涨超5%，截至发稿，涨5.08%，报22.75港元，成交额1.87亿港元。
消息面上，德昌电机控股近期公布3月止财政年度财报，营业额36.48亿美元，同比下降4.4%；录得纯利2.63亿美元，同比增长14.7%。花旗发布研报称，公司业绩胜预期，因此将其2026财年盈测上调2%，以预测2026财年市盈率10倍维持不变计，目标价相应由22港元升至23.5港元，予“买入”评级。该行表示，德昌认为美国关税方面的影响可控，其对美国销售仅占集团销售中单位数百分比。
国泰海通证券指出，根据公司年报，德昌电机控股正在布局差异化及创新型驱动系统解决方案，包括机器人、仓库自动化、医疗设备、电动单车，以及高精密制造及测量设备。计划进入AI 服务器热管理系统业务。该行认为，德昌电机控股的汽车电机、泵业务与机器人、AI 服务器相关需求通用性较强，公司可依托全球头部的规模有制造成本和know how 优势；公司进入相关领域后，对应的营收有望实现快速提升。
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