《大行》中金降海信家电(00921.HK)目标价至25.5元 维持“跑赢行业”评级

阿斯达克财经
Aug 18

中金发表研究报告指,海信家电(00921.HK) 上半年利润下滑主要是暖通业务受压,此外原材料涨价和汇率波动拖累利润;但冰洗盈利能力稳健和三电业务盈利改善,对冲了暖通业务部分压力,令整体业绩符合预期。该行表示,考虑到暖通业务内销需求恢复节奏仍有待观察,原材料价格持续高位震荡,下调今年纯利预测20.2%至30.3亿元人民币,引入明年预测为32.6亿元人民币。考虑到品牌出海业务积极拓展,三电板块利润...

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