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《大行报告》大摩:比亚迪电子(00285.HK)上季纯利高预期一成 有复苏迹象
阿思达克 10-30 12:23

摩根士丹利发表报告表示,比亚迪电子(00285.HK)今年第三季纯利录4.51亿人民币,按年下滑32%(按季则升141%),指高於该行原预期一成,相信受惠於毛利率较高所推动,并指公司旗下金属手机外壳业务或已呈复苏。

该行称展望2020年,比亚迪电子手机外壳业务具潜在上升,因代工生产商应用在5G手机上,将从胶外壳转回使用金属外壳,料公司综合产品平均售价有单位数字增长。而大摩维持对比亚迪电子「减持」投资评级及目标价9.5元。

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