《大行》大摩降耐世特(01316.HK)目标价至6.1元下调今明年盈利预测5-10%

阿斯达克财经
Jul 22

大摩发表报告,将耐世特(01316.HK) 2026-2027年盈利预测下调5-10%,以反映中国汽车产量弱于预期,以,以及原材料成本大幅上涨导致毛利率压力大于预期。目标价由6.3元下调至6.1元,评级“与大市同步”。该行预计耐世特2026年收入实现按年增长7%。能否顺利转嫁成本上升及获得OEM补偿,将成为2026年毛利率的关键变数。(ha/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-...

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