港股异动 | 比亚迪电子(0285.HK)加速拉升涨逾4% 股价再创新高
格隆汇9月4日丨比亚迪电子(0285.HK)午后加速拉升,最高见41.4港元续创新高,现报40.7港元,涨幅4.36%,最新总市值917.1亿港元。数据显示,该股昨日获南下资金净买入8693万港元。招商证券指,公司的iPad组装业务在20Q4有望放量并在未来几年相对台系厂迎来明显份额提升,并望逐步实现自身金属和玻璃垂直一体化,加上手表零部件及潜在组装业务的拓展,望带来大几百亿收入和几十亿利润的长线增量空间。而公司安卓业务将能通过小米三星等客户和非手机产品进行结构平滑,并在玻璃陶瓷有潜在份额提升空间;此外公司在智能硬件、汽车电子和医疗电子等亦有长线空间。公司主业估值相对大陆可比龙头明显低估,建议积极布局。

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