大摩：升裕元集团(00551)目标价至13.5港元维持“与大市同步”评级

智通财经2025-08-13

智通财经APP获悉，大摩发布研报称，裕元集团(00551)对下半年展望因宏观不确定性保持谨慎，但认为其对股东回报的承诺将为股价提供下行支持。目标价由12.5港元升至13.5港元，维持“与大市同步”评级。报告指，裕元管理层在分析师简报会上表示，鞋类制造客户在订单安排上保持谨慎，等待关税对终端市场影响的更清晰可见度。有四家客户(约占制造业务销售额的50%)要求分担关税负担。公司预计第三季制造订单将因高...

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大摩：升裕元集团(00551)目标价至13.5港元 维持“与大市同步”评级

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大摩：升裕元集团(00551)目标价至13.5港元维持“与大市同步”评级