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研報掘金丨太平洋證券:愛瑪科技Q2收入暫時承壓,建議關注長期中新品拓展驅動
格隆匯 08-24 14:26
太平洋證券研報指出,愛瑪科技(603529.SH)Q2銷量同比承壓致使收入微跌。公司上半年整體取得個位數收入增長,主要來自Q1的收入增長驅動,Q2營收同比微跌,系外部消費環境持續低迷,行業競爭加劇。在消費復甦不及預期、行業低價競爭加劇的外部環境下,公司Q2收入暫時承壓,建議關注長期中新品拓展驅動的結構優化及隨着消費修復的龍頭優勢體現。維持“買入”評級。
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