大行评级丨花旗:上调比亚迪电子目标价至28港元,评级升至“中性”

格隆汇
Sep 01
花旗发表研报指,比亚迪电子第二季及上半年业绩均逊于预期,主要是受到设备利用率偏低及外汇损失影响。比亚迪电子相信第三季业绩将较第二季轻微改善,而第四季受到手机业务进入主要供应阶段、液冷产品大批量交付及服务器交付量增加所带动,预料将成为盈利拐点。至于2027年,上半年传统3C业务料保持稳定,并随着海外主要客户的新机型进入量产阶段,在下半年显著改善。该行表示,比亚迪电子股价的跌幅已合理地反映其疲弱的消费电子与汽车业务,且相关业务很可能已于今年上半年触底。该行将公司目标价由22.6港元上调至28港元,评级由“沽售”上调至“中性”。

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