中金发表报告指，裕元(00551.HK) 首季制造业务低于预期，后续有望按季向好。公司首季收入19.85亿美元，按年跌2.2%；净利润约3,500万美元，按年跌53.6%。首季业绩低于该行预期，主要因制造业务毛利率低于该行预期。考虑制造业务订单仍有承压以及毛利率波动，该行下调2026/2027年盈利预测14%及11%至3.08亿及3.4亿美元，维持“跑赢行业”评级，考虑到公司具备恢复弹性，下调...
Source Link中金发表报告指，裕元(00551.HK) 首季制造业务低于预期，后续有望按季向好。公司首季收入19.85亿美元，按年跌2.2%；净利润约3,500万美元，按年跌53.6%。首季业绩低于该行预期，主要因制造业务毛利率低于该行预期。考虑制造业务订单仍有承压以及毛利率波动，该行下调2026/2027年盈利预测14%及11%至3.08亿及3.4亿美元，维持“跑赢行业”评级，考虑到公司具备恢复弹性，下调...
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