《大行報告》里昂上調比亞迪電子(00285.HK)目標價至47元 評級「買入」
里昂發表報告指,比亞迪電子(00285.HK)收購Jabil的移動電子製造業務,預期令2024年純利增加10億至13億元人民幣,而利潤率及平均售價提升,亦會進一步推動增長。高檔型號的Android手機外殼有強勁需求,智能駕駛產品收入下半年亦有增長,平均售價較高的汽車懸掛系統明年開始付運,相信蘋果及汽車業務為其兩大盈利增長引擎,下半年保持強勁增長。
該行將比亞迪電子目標價由40.5元上調至47元,以反映盈利預測獲上調,維持「買入」評級,並屬該行內地科技硬件行業首選。
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