富瑞：裕元集团(00551)及宝胜国际(03813)次季业绩逊市场预期同降目标价

智通财经网2025-08-12

富瑞发布研报称，裕元集团(00551)及宝胜国际(03813)第二季业绩均大致符合该行预期，但较市场普遍预测低超过10%，相信是由于代工业务利润率受压所致。该行将裕元及宝胜的目标价分别由8港元及1港元，下调至7.4港元及0.84港元，分别给予“跑输大市”及“买入”评级，忧虑未来6个月订单情况或较疲弱，将裕元2026年每股盈测下调5%至0.18元，并将宝胜今明两年每股盈测下调30%及18%，至各...

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富瑞：裕元集团(00551)及宝胜国际(03813)次季业绩逊市场预期 同降目标价

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富瑞：裕元集团(00551)及宝胜国际(03813)次季业绩逊市场预期同降目标价