奇富科技-S2025年中期策略会速递-盈利高质量,贷款质量稳健

华泰证券
Jun 06, 2025

6月4日奇富科技出席了我们组织的2025年中期策略会,会上公司回顾了1Q25的经营情况,并解答了投资者关注的问题。1Q25需求具有韧性,同时营销策略持续优化。贷款质量保持健康,C-M2基本稳定。另外公司重视股东回报,股份回购持续推进。我们认为公司运营稳健,质量稳定,利润“安全垫”较为充足,预计25年盈利有望进一步提升,维持“买入”评级。贷款质量保持稳健,盈利质量高1Q25C-M2比例略升至...

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