《大行報告》瑞信首予京東方精電(00710.HK)「跑贏大市」評級 目標價14.4元
瑞信發表報告,首次覆蓋研究京東方精電(00710.HK),予其股份「跑贏大市」評級,目標價14.4元。
該行表示,京東方精電爲內地顯示器模組製造商,汽車業務貢獻去年上半年收入的81%,預料公司將受惠於新能源汽車的增長和智能座艙趨勢。
瑞信預期,公司汽車業務於2020年至2025年的年均複合增長率達31%,主要受每車顯示器數量和尺寸增加所推動,並預料公司今年至2024年於全球汽車顯示器出貨的市場佔有率分別爲13%、14%及15%,明年開始將排名第一。
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