智通财经APP获悉，比亚迪电子(00285)再跌超3%，截至发稿，跌3.24%，报34.06港元，成交额5356.78万港元。
消息面上，近日，比亚迪电子公布2025年三季度业绩。光大证券指出，25Q3比亚迪电子收入426.80亿元(人民币，下同)，同比-2.0%。毛利润29.46亿元，同比-20.0%，对应毛利率6.9%，同比-1.6pct。根据公司业绩会，收入和毛利润下降主要由于产品结构变化：1)高毛利率的北美大客户新机型金属机壳业务因交付推迟致收入同比下降；2)低毛利率组装业务收入同比上升。由于毛利润下降，净利润同比下降9.0%至14.07亿元。
招银国际发布研报称，比亚迪电子第三季收入符合预期，但净利润受到智能手机零件业务疲弱、新智能产品收入下降和毛利率下跌所拖累，而新能源汽车业务则保持稳定增长。管理层预期第四季收入和毛利率将持平，主要受iPhone零件拖累及AI服务器项目延迟，但预期受惠于零件升级、新智能家居产品推出、新能源汽车高端产品增长以及AI服务器项目出货，2026年收入增长更强劲。
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