智通财经APP获悉,比亚迪电子(00285)跌超4%,截至发稿,跌4.16%,报37.74港元,成交额7.76亿港元。
美银证券发布研报指出,今年下半年起,比亚迪电子在iPhone外壳和智能手机组装业务面临来自同业蓝思科技的激烈竞争,可能会拖累已经疲软的消费性电子产品销售。该行预计,在母公司比亚迪股份ADAS快速渗透支持下,比亚迪电子2024至2027年汽车业务收入年复合增长率料达36%,部分抵消负面影响。同时将比亚迪电子2025至2027年的盈利预测下调1%至11%,以反映智能手机业务的风险。
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