美银证券发表研究报告指，比亚迪电子上半年业绩符合预期，净利润为17亿元，毛利率为6.9%按年基本持平。营运利润率因研发费用减少而提升0.2个百分点至1.7%。该行注意到，折叠iPhone较高的平均售价(ASP)短期内有助于支撑收入，但鉴于蓝思科技也在提升其钛合金外壳能力，市场份额扩张可能较困难。该行赞赏比亚迪电子在业务多元化方面的努力，但作为AI服务器供应链的新进入者，可能需时才能提供显著贡献。 该行微调2025年预测以反映业绩，同时将2026至2027年预测上调2%至9%，以反映新业务的潜在上行空间；目标价从42港元上调至45.5港元(维持2026年14倍市盈率不变)，又因估值合理而维持“中性”评级。
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