大行评级｜小摩：德昌电机控股逐步复苏但稍逊于预期，维持“增持”评级

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摩根大通发表研报指，德昌电机控股日前更新营运数据，虽然截至去年12月底止首三财季收入按年持平，但第三财季收入按年增长2%至8.93亿美元，反映逐步复苏，但仍稍逊于该行预期，主要由于中资车企的项目启动进度较预期缓慢。另外，工业产品业务继续因结构性市场份额增长而表现领先，但有关人形机器人及AI数据中心冷却业务的数据披露有限，加上汽车产品业务复苏速度存在不确定性，令短期能见度受限。该行维持对其“增持”...

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