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港股異動丨比亞迪電子(00285.HK)漲超5% 券商預計Q4業績有望環比改善
格隆匯 11-01 15:23
格隆匯11月1日丨比亞迪電子(00285.HK)拉昇漲超5%,此前大跌超10%創階段新低。現報24.3港元,總市值548億港元。公司三季度收入、利潤環比下滑,主要由於缺芯導致組裝稼動率承壓,且限電制約公司短期經營。中信證券指出,伴隨缺芯問題逐步緩解,公司亦積極對沖限電影響,Q4收入、利潤有望環比改善。此外,公司在北美大客户業務持續拓展,結構件、組裝業務相互協同,未來成長可期;新型智能產品、汽車智能系統亦打開長期成長空間。維持“買入”評級。同時公司積極佈局陶瓷霧化器,已經完成專利佈局並開發出相關產品,目前國內部分客户已導入量產,規模持續提升。由於電子霧化產品毛利率較高,公司新型智能產品整體毛利率有望逐步上行。

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