大和：降海尔智家(06690)目标价至27港元重申“买入”评级

智通财经2025-05-08

智通财经APP获悉，大和发布研报称，海尔智家(06690)管理层确认其今年的指引，销售增长为高单位数，盈利增长双位数。而公司正按计划达到强劲的次季及第三季的国内销售增长，管理层亦称，关税影响可控，指平均售价上升及供应链本土化为关键缓解剂。该行重申对公司的评级“买入”，并称近期股价回调提供了一个良好入市机会，将目标价由33港元降至27港元。该行认为，整体而言，次季及第三季的展望令人安心，关税对公司...

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大和：降海尔智家(06690)目标价至27港元 重申“买入”评级

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大和：降海尔智家(06690)目标价至27港元重申“买入”评级