大摩：降耐世特(01316)目标价至6.1港元下调今明年盈利预测5-10%

智通财经07-22 14:53

智通财经APP获悉，大摩发布研报称，将耐世特(01316)2026-2027年盈利预测下调5-10%，以反映中国汽车产量弱于预期，以及原材料成本大幅上涨导致毛利率压力大于预期。目标价由6.3港元下调至6.1港元，评级“与大市同步”。该行预计耐世特2026年收入实现同比增长7%。能否顺利转嫁成本上升及获得OEM补偿，将成为2026年毛利率的关键变数。

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大摩：降耐世特(01316)目标价至6.1港元 下调今明年盈利预测5-10%

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大摩：降耐世特(01316)目标价至6.1港元下调今明年盈利预测5-10%