星展:升速腾聚创(02498.HK)目标价至50港元 次季业绩胜预期

智通财经
Aug 27
【星展:升速腾聚创(02498.HK)目标价至50港元 次季业绩胜预期】智通财经APP获悉,星展发布研报称,速腾聚创(02498.HK)次季业绩胜预期,毛利率达28%,好过目标的25%,主要受惠于MX系列量产及成本控制措施。另外,管理层态度转趋乐观,并重申2025年下半年实现盈亏平衡的目标。该行认为2026年增长动力包括EM平台量产、比亚迪相关业务扩展、获得新客户及机器人业务订单。基于毛利率预测获上调,将2025及26年度盈利预测分别上调22%及16%; 维持“买入”评级,目标价由45港元上调至50港元。

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