金吾财讯 | 比亚迪电子（00285）盘中股价回调，截至发稿，最新报25.80港元，下跌4.02%，成交额2.14亿港元。消息面上，杰富瑞研报指，比亚迪电子上半年收入同比升2%，符合该行及市场预期，惟纯利同比大跌75%，远逊该行及市场预期，主要受约7亿元汇兑亏损拖累。毛利率同比收缩2个百分点至4.9%，亦低于该行及市场预期，主因高毛利组件贡献减少导致产品组合转差。该行将2026至2027年纯利预测下调最多29%，远低于市场预期；维持“持有”评级，目标价由29港元下调至25港元。
金吾财讯 | 比亚迪电子（00285）盘中股价回调，截至发稿，最新报25.80港元，下跌4.02%，成交额2.14亿港元。消息面上，杰富瑞研报指，比亚迪电子上半年收入同比升2%，符合该行及市场预期，惟纯利同比大跌75%，远逊该行及市场预期，主要受约7亿元汇兑亏损拖累。毛利率同比收缩2个百分点至4.9%，亦低于该行及市场预期，主因高毛利组件贡献减少导致产品组合转差。该行将2026至2027年纯利预测下调最多29%，远低于市场预期；维持“持有”评级，目标价由29港元下调至25港元。
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