里昂：升美的集团(00300)目标价至95港元评级“跑赢大市”

智通财经网01-21

智通财经APP获悉，里昂发布研报称，美的集团(00300)海外销售可能因OEM订单带来惊喜，采用12.5倍历史平均市盈率，将H股目标价由90港元上调至95港元，评级跑赢大市。该行观察到部分美的经销商反映出厂价上涨，这预示着全行业平均售价即将调升。历史数据对判断价格与销量关联性帮助有限，尤其在铜价攀升的背景下更复杂。但2026年形势不同，各家电企业均认同增长前景不明朗，惟料行业仍将迎来复苏。

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里昂：升美的集团(00300)目标价至95港元 评级“跑赢大市”

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里昂：升美的集团(00300)目标价至95港元评级“跑赢大市”