中信里昂：维持裕元集团“跑赢大市”评级目标价19港元

智通财经2025-04-22

受益于从2025年下半年开始在印尼中爪哇等成本高效的地区的产能扩张，该行相信利润率将出现环比改善。中信里昂发布研报称，维持裕元集团(00551)“跑赢大市”评级及目标价19港元。该行仍然相信，在关税不确定的情况下，公司的钱包份额增长理论仍然成立，受益于从2025年下半年开始在印尼中爪哇等成本高效的地区的产能扩张，该行相信利润率将出现环比改善。报告指，集团公布2025年第一季盈利预警，预计第一季...

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中信里昂：维持裕元集团“跑赢大市”评级 目标价19港元

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中信里昂：维持裕元集团“跑赢大市”评级目标价19港元