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《大行报告》中金升比亚迪电子(00285.HK)目标价至43元 看好医疗设备新业务
阿思达克 09-04 15:10
中金近日发表报告表示,重申对比亚迪电子(00285.HK)「跑赢行业」评级,上调对其目标价95%至43港元此,相当预测明年市盈率20倍,主要考虑上半年口罩业务收入贡献大於预期,以及医疗设备业务未来潜在的盈利能力。

该行指,比亚迪电子今年上半年业绩小幅高於该行预期,公司中期收入按年增长34.8%至 314亿人民币,净利润按年增长329.9%至24.73亿人民币。净利润超出该行预期4%,与公司发布的盈利预喜一致(净利润同比增长280%以上),该行认为主要由於疫情期间口罩生产和iPad组装等新业务需求强劲,盈利水平良好。

中金指,比亚迪电子在分析师业绩会上公布重磅的消息是将进军医疗设备行业,计划生产电子香烟、牙科和骨科设备等 。该行认为未来几十年,这些产品在中国有很大的市场潜力。

该行上调比亚迪电子2020年和2021年盈利预测各25%和40%,分别至58.2亿元和42.9亿人民币,主要因为2020年上半年口罩业务超出预期。

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