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《大行報告》富瑞下調時代電氣(03898.HK)目標價至37元 評級「買入」
富瑞發表研究報告指,看好時代電氣(03898.HK)鐵路業務增長復甦,預計國鐵集團將釋放被壓抑的動車組需求,在產能提升下亦看好公司功率半導體器件(IGBT)業務2023至2025年增長前景。 該行預測,IGBT業務需求旺盛,但隨著供應緊張情況得以緩解,產品平均售價將回穩,明年或有價格壓力,預測業務收入2023至2025年間複合增長率可達54%。 富瑞將時代電氣今明兩年收入及利潤預測上調,維持「買入」評級,目標價則由48.3元下調至37元。
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