富瑞研究报告指出,裕元集团(00551.HK) 及其零售实体宝胜国际(03813.HK) 昨天(12日)召开了业绩电话会议。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;予裕元“跑输大市”评级;目标价由7.4元...
Source Link富瑞研究报告指出,裕元集团(00551.HK) 及其零售实体宝胜国际(03813.HK) 昨天(12日)召开了业绩电话会议。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;予裕元“跑输大市”评级;目标价由7.4元...
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