一、业绩回顾与短期展望BYDE(285HK)在3Q25的营收表现基本符合预期,但盈利受到智能手机组件业务拖累,尤其是iPhone外壳规格调整及主要客户发货延迟的影响。公司管理层预计4Q25营收和毛利率将维持平稳,但全年新能源汽车(NEV)收入目标下调至25亿元人民币,低于此前预期的30-35亿元人民币。此外,AI服务器组件业务虽有多家客户订单,但项目贡献将推迟至1Q26实现。二、2026年增长驱动...
Source Link一、业绩回顾与短期展望BYDE(285HK)在3Q25的营收表现基本符合预期,但盈利受到智能手机组件业务拖累,尤其是iPhone外壳规格调整及主要客户发货延迟的影响。公司管理层预计4Q25营收和毛利率将维持平稳,但全年新能源汽车(NEV)收入目标下调至25亿元人民币,低于此前预期的30-35亿元人民币。此外,AI服务器组件业务虽有多家客户订单,但项目贡献将推迟至1Q26实现。二、2026年增长驱动...
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