中银国际研究报告指出,瑞声科技(02018.HK) 2025财年业绩表现良好,毛利率从2025年上半年的20.7%回升至下半年的23%,主要得益于营运杠杆效应以及高毛利项目的贡献。该行表示,面对储存涨价危机,管理层认为瑞声科技在2026年将表现强劲,收入增速甚至能在2025年的基础上加速,毛利率持续改善,这得益于其提前进行的AI(VC散热/CDU)和汽车电子业务(车载音响)等多元化布局。又认为市场...
Source Link中银国际研究报告指出,瑞声科技(02018.HK) 2025财年业绩表现良好,毛利率从2025年上半年的20.7%回升至下半年的23%,主要得益于营运杠杆效应以及高毛利项目的贡献。该行表示,面对储存涨价危机,管理层认为瑞声科技在2026年将表现强劲,收入增速甚至能在2025年的基础上加速,毛利率持续改善,这得益于其提前进行的AI(VC散热/CDU)和汽车电子业务(车载音响)等多元化布局。又认为市场...
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