美银证券：降比亚迪电子(00285)目标价至31.5港元维持“中性”评级_老虎社区_美港股上老虎

美银证券：降比亚迪电子(00285)目标价至31.5港元维持“中性”评级

智通财经03-31

智通财经APP获悉，美银证券发布研报称，比亚迪电子(00285)去年下半年业绩逊预期，纯利同比下跌35%至18亿元人民币，较该行及市场预测分别低34%及37%。收入则大致符合预期，但毛利率较该行及市场预测低1.6及1.8个百分点。该行下调比亚迪电子2026及2027年盈利预测20%至21%，以反映消费电子业务毛利率受压，目标价由38港元降至31.5港元，相当预测今年市盈率14倍，维持中性评级。

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