星展发表研究报告指，比亚迪电子(00285.HK) 正由手机为主的EMS模式，转向更高价值的液冷散热、电源及汽车电子业务。该行表示，最新一代液冷冷板项目已进入量产阶段，多款服务器已批量出货。虽然AI基建目前仍不足以抵销2026财年智能终端业务压力，但可提供更清晰的增长路径。该行指，第二季收入按年增长0.7%，较市场预期高出6%，但纯利按年下跌64%，较市场预期低46%。上半年组装业务收入较市场预期...
Source Link星展发表研究报告指，比亚迪电子(00285.HK) 正由手机为主的EMS模式，转向更高价值的液冷散热、电源及汽车电子业务。该行表示，最新一代液冷冷板项目已进入量产阶段，多款服务器已批量出货。虽然AI基建目前仍不足以抵销2026财年智能终端业务压力，但可提供更清晰的增长路径。该行指，第二季收入按年增长0.7%，较市场预期高出6%，但纯利按年下跌64%，较市场预期低46%。上半年组装业务收入较市场预期...
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