《大行》里昂微降美的(00300.HK)目标价至103元 反映汇兑损失及原材料成本压力

阿斯达克财经
Jul 24

里昂发表报告指,美国对中国新征收的关税税率为12.5%,采用301条款。相较去年4月初“解放日”时的税率,美国对中国家电产品的关税已从70%下调至52.5%。虽然税率仍处于高位,但至少让出口业务得以维持可行性。该行指,正面消息是对亚洲与欧洲的出口正加速回升,主要来自进口商进入库存补货阶段。即便国内销售基期也较去年同期容易比较。然而,第二季业绩增长仍将面临压力。考量汇兑损失及原材料成本压力,该行小幅...

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