《大行》花旗升比亚迪电子(00285.HK)目标价至28元 上调评级至“中性”

阿斯达克财经
Sep 01

花旗发表研究报告指,比亚迪电子(00285.HK) 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。该行指出,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,...

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