异动解读｜比亚迪电子盘中上涨3.15%，手机产业链回暖叠加液冷业务成长预期提振

行情直击08-03

8月3日，比亚迪电子盘中上涨3.15%，报24.22港元/股，成交额1.04亿港元。

消息面上，近期手机产业链持续回暖，iPhone 17已进入大规模量产阶段，部分果链企业大力招工，折叠屏亦被视为行业新增长点。比亚迪电子作为手机部件及组装核心供应商，有望直接受益于新机备货周期。此外，机构持续看好公司液冷及电源业务打开成长空间，中邮证券维持"买入"评级，预计公司收入及归母净利润将持续增长。此前公司股价经历连续两日回调后，本次反弹亦包含技术性修复因素。

（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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