异动解读｜德昌电机控股盘中下跌5.65%，前期大涨后回调，盈利下行压力仍存

行情直击05-26

5月26日，德昌电机控股盘中下跌5.65%，报27.38港元/股，成交额1.87亿港元。此前连续两个交易日因SOFC业务及机器人概念催化累计涨幅超12%，今日出现明显回调。

消息面上，公司此前发布盈利预警，预计截至3月底止财年归母净利润同比下降约21%至25%，至1.97亿至2.07亿美元，营业额及毛利率与上一年度大致持平。花旗维持"中性"评级，目标价32港元，指出盈利下行风险持续。尽管SOFC连接件业务及特斯拉Optimus灵巧手供应链布局为公司带来新增长预期，但短期基本面承压与前期快速上涨后的获利回吐压力共同导致股价回落。

（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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