摩根士丹利发布研报称华晨中国(01114.HK)盈警反映业绩受压但仍好过之前预期因为单位盈利能力较稳定。大摩指现时预测认

智通财经
Aug 13
摩根士丹利发布研报称华晨中国(01114.HK)盈警反映业绩受压但仍好过之前预期因为单位盈利能力较稳定。大摩指现时预测认为华晨宝马合资公司的净利润率更具韧性预测2025至2027年间增幅为0.5个百分点但将期间的销售量预测下调约6%。大摩对华晨中国目标价由3港元升至3.4港元评级“与大市同步”。华晨中国发盈警预计6月止六个月税前溢利将较2024年同期减少34%至36%原因是主要联营华晨宝马业绩下滑。然而预计税后溢利同比增加10%至13%主要由于期间减少派发股息令预扣税大幅减少83%。

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