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《大行報告》招商證券:比亞迪電子(00285.HK)次季業績遠勝市場預期 看好公司下半年盈利優化趨勢延續
招商證券發表報告,料比亞迪電子(00285.HK)上半年實現歸母淨利13.6億至15.6億元人民幣(下同),意味單計次季利潤預計達9億至11億元,按年升98.5%至142.5%。該行指,次季業績遠超預期,源於業務結構持續優化帶動盈利改善。 該行指,在短期來看,下半年A客戶新品有望發售,公司份額較佳,有望保持增長態勢;安卓業務目前下半年訂單情況較好於上半年;儲能及汽車電子出貨量將繼續保持高速增長,故預料公司下半年整體業績將優於上半年,並看好公司下半年盈利優化趨勢延續。 該行表示,維持公司在2023年至25年收入預測分別為1,360.9億、1,608.5億、以及1,886.2億元;歸母淨利潤則分別為29.2億、37億及48.2 億元。該行維持予比亞迪電子「增持」投資評級。
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