杰富瑞发表研报指，裕元集团及其零售实体宝胜国际近日召开业绩电话会议，管理层对2026年代工(OEM)出货量、平均售价(ASP)及2026年第一季毛利的不确定性提出预警，同时预期资本支出将按年增加。该行对裕元股价具韧性表现极不同意，因预计其2026年代工业务盈利与自由现金流将进一步下降，将令股息面临风险。该行予裕元“跑输大市”评级，目标价由7.4港元降至7港元；予宝胜“买入”评级，目标价由0.84港元降至0.72港元。
杰富瑞发表研报指，裕元集团及其零售实体宝胜国际近日召开业绩电话会议，管理层对2026年代工(OEM)出货量、平均售价(ASP)及2026年第一季毛利的不确定性提出预警，同时预期资本支出将按年增加。该行对裕元股价具韧性表现极不同意，因预计其2026年代工业务盈利与自由现金流将进一步下降，将令股息面临风险。该行予裕元“跑输大市”评级，目标价由7.4港元降至7港元；予宝胜“买入”评级，目标价由0.84港元降至0.72港元。
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