异动解读｜比亚迪电子盘中下跌3.06%，上半年盈利大幅承压叠加手机产业链持续走弱

行情直击09-09

9月9日，比亚迪电子盘中下跌3.06%，报24.74港元，成交额1.19亿港元，延续前一交易日跌势。

消息面上，公司此前披露的中期业绩显示，上半年归母净利润4.26亿元，同比大降75.35%，毛利率从6.88%降至4.91%，经营现金流从100.02亿元骤降至8.44亿元，盈利承压主要受约7亿元汇兑亏损及高毛利组件贡献减少拖累。机构观点分化，杰富瑞将目标价下调至25港元并维持"持有"评级，而星展则上调目标价至40港元维持"买入"。与此同时，全球智能手机出货量同比下降16.7%，多家主流厂商集体涨价，手机产业链个股普遍承压，板块联动效应进一步加剧公司股价回调。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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