《大行》华泰证券:美的(00300.HK)正转型为全球化科技制造企业 目标价升至134.46元

阿斯达克财经
Jul 20

华泰证券发表研究报告指,美的集团(00300.HK) 正从传统家电龙头向全球化科技制造企业转型,短期具备较强经营防御能力,中长期海外拓展、ToB业务及AI产业链布局能提供增长空间,形成“业绩稳健+估值重塑”双重逻辑,维持“买入”评级,上调估值溢价,目标价由原先120.32港元上调至134.46港元。该行认为,海外市场仍是美的收入增长重要来源,公司持续推进OBM转型,海外收入占比持续提升,国内业务...

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