○2025年底产能外迁有望完成，或支撑2026年顺周期业绩加速增长考虑到美国关税影响或在2025H2报表端显现，我们将2025-2027年净利润预测由13.5/16.3/19.4亿美元下调至12.9/15.6/18.4亿美元，分别对应同比增速14.7%/21.4%/17.9%，对应摊薄后EPS0.7/0.9/1.0美元，当前股价对应17.3/14.2/12.1倍PE。2025年底海外产能有望完全...
Source Link○2025年底产能外迁有望完成，或支撑2026年顺周期业绩加速增长考虑到美国关税影响或在2025H2报表端显现，我们将2025-2027年净利润预测由13.5/16.3/19.4亿美元下调至12.9/15.6/18.4亿美元，分别对应同比增速14.7%/21.4%/17.9%，对应摊薄后EPS0.7/0.9/1.0美元，当前股价对应17.3/14.2/12.1倍PE。2025年底海外产能有望完全...
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