大行评级|花旗:一举降京东方精电评级至“沽售” 指其业务复苏进展缓慢

格隆汇
Aug 27

花旗发表研究报告指,京东方精电上半年利润率表现疲软,主要归因于对系统业务的投资。管理层表示2025年上半年系统收入按年增长超过60%,期内成都工厂已实现盈利,产能利用率介乎70%至80%。花旗指,京东方精电业务正逐步复苏,但进展非常缓慢,管理层亦预期下半年国内市场仍面对去库存压力,预料净利润率将与上半年持平,因此预期未来两年经营利润率不会出现显著改善,将投资评级由“买入”一举降至“沽售”,目标价亦从7.4港元下调至5.5港元。

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10