《大行》里昂升美的(00300.HK)目标价至95元 评级“跑赢大市”

阿斯达克财经
Yesterday

里昂发表报告指,观察到部分美的(00300.HK) 经销商反映出厂价上涨,这预示著全行业平均售价即将调升。历史数据对判断价格与销量关联性帮助有限,尤其在铜价攀升的背景下更复杂。但2026年形势不同,各家电企业均认同增长前景不明朗,惟料行业仍将迎来复苏。报告指,美的海外销售可能因OEM订单带来惊喜。下调2025-2027财年净利润预测1%至3%以反映国内需求疲软,但采用12.5倍历史平均市盈率,将...

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