大和：微降裕元集团(00551)目标至16.5港元下半年订单量谨慎

智通财经2025-08-13

智通财经APP获悉，大和发布研报称，裕元集团(00551)中期代工(OEM)收入同比增长6.5%，主要受平均售价同比升2%及出货量同比升4.7%带动。虽然产能利用率在次季进一步提升至95%，但因各厂区生产调度不均及薪酬上升，毛利率同比跌0.2个百分点至17.8%。该行重申对裕元的“买入”评级，并将目标价由17港元微降至16.5港元，对下半年订单量谨慎，同时将2025至27年每股盈利预测下调3%至...

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大和：微降裕元集团(00551)目标至16.5港元 下半年订单量谨慎

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大和：微降裕元集团(00551)目标至16.5港元下半年订单量谨慎