卡罗特Macro risks are manifold and have intens

招银国际
Jun 26

一、宏观风险加剧与销售增长放缓Carote Ltd(2549HK)面临多重宏观风险,尤其是2025年第二季度的销售趋势弱于预期,尤其是在美国和中国的在线销售。这使得公司在2025财年实现30%销售增长的目标变得更加困难。此外,美国对钢铁和铝制品的关税从25%提高到50%,将对整体毛利率产生重大影响。基于这些变化,CMB International将其评级从“买入”下调至“持有”,并将目标价降至...

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