瑞银发表研究报告指,裕元(00551.HK) 管理团队透露在需求波动的环境下,OEM客户下单态度维持审慎,继续将2026年首季需求放至2025年第四季下单,然而预期受惠于产品组合升级,估计2025年第四季产品平均售价可实现按年增长,去年全年计料录低单位数按年增幅,但部分增幅可能被与客户共同承担关税成本所抵销。该行又指,裕元去年下半年零售业务销售跌幅料较上半年收窄,线上销售表现较线下优胜,库存水平...
Source Link瑞银发表研究报告指,裕元(00551.HK) 管理团队透露在需求波动的环境下,OEM客户下单态度维持审慎,继续将2026年首季需求放至2025年第四季下单,然而预期受惠于产品组合升级,估计2025年第四季产品平均售价可实现按年增长,去年全年计料录低单位数按年增幅,但部分增幅可能被与客户共同承担关税成本所抵销。该行又指,裕元去年下半年零售业务销售跌幅料较上半年收窄,线上销售表现较线下优胜,库存水平...
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