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《大行报告》瑞信上调比亚迪电子(00285.HK)目标价29.6元 评级「中性」
阿思达克 08-04 10:07
瑞信发表的研究报告指,由於疫情持续比亚迪电子(00285.HK)的口罩产能提升至每日7,000万至8,000万个,倾向未来继续生产口罩业务,并会生产更多医疗用品,故将公司第三、四季的口罩产能预测由3,000万个升至8,000万个,而2021至2022年的产能预测亦调整至2,000万个及1,000万个。

该行指出经过多年努力苹果外壳业务终於启动,iPad外壳将於第四季起出货,初期规模较细,但估计未来数年市场份额可提升至20%至30%或以上,而在安卓平台方面,三星及小米(01810.HK)方面的份额提升有助抵销华为业务方面的弱势。

瑞信将公司2020至2022年各年盈测分别升49%、77%及47%,主要考虑到口罩产能的影响,目标价由18.2元升至29.6元,评级维持「中性」。

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