裕元集团 (551 HK; 12.39港元; 目标价: 16港元) 在不确定中展现韧性裕元2025年二季度销售同比增长1%，与我们预期一致，集团净利润则超预期，主要得益于制造业务毛利坚挺及降本增效。7月制造收入同比增长0.5%，明显优于台湾同业丰泰（-9%）和来亿（-15%）。2025年二季度制造销售同比增长6.5%，受益于出货量二季度及上半年均同比提升5%。零售板块则同比下降11%。二季度集团...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.