大行評級|花旗:上調比亞迪電子目標價至45港元 對第四季表現充滿信心
花旗發表報吿指出,比亞迪電子管理層透露,受惠於iOS組件、汽車電子產品及Android旗艦機型的升級,對公司第四季表現充滿信心,且對全年收入目標維持不變,並對2025年的展望正面。該行預期,比亞迪電子的汽車電子產品將於明年保持按年增長40%至50%的高增長勢頭,而數據中心業務作為一個新驅動因素,其貢獻仍較小。iOS業務有望因在電子製造服務(EMS)和玻璃蓋板領域的市場份額增長而實現增長,至於外殼業務收入亦預計在盈利能力改善下將保持穩健。此外,該行將比亞迪電子的2024至2026年每股盈利增長上調1%至2%,以反映汽車業務增長超預期,對公司目標價由38港元上調至45港元,估計盈利由第四季起將復甦至雙位數增長,維持“買入”評級。
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