美银证券：下调海信家电(00921)评级至“中性” 降目标价至24.9港元

智通财经2025-08-01

智通财经APP获悉，美银证券发布研报称，海信家电(00921)第二季营收未达预期，将其评级由“买入”下调至“中性”，目标价由30.4港元降至24.9港元。报告指，第二季的主要拖累因素可能会持续至下半年，并影响营收成长，但影响程度可能小于第二季，因为有些因素是一次性的，例如出口订单提前出货、中央空调2C渠道去库存等。然而，其他一些因素仍会对成长前景构成压力，例如出口正常化、中央空调增长的不确定性。...

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