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《大行》里昂重申金力永磁(06680.HK)「高度確信跑贏大市」評級 次季業績符預期
阿思達克 08-27 14:15
里昂研究報告指,金力永磁(06680.HK)上半年淨利潤達3.05億元人民幣,按年增長155%,估算次季淨利潤為1.44億元人民幣,按年增長703%,次季業績符預期。雖然公司期內出貨量因出口禁令而下跌,但管理層表示隨著出口審批獲准,出口訂單已逐步恢復。 集團目前持有3至6個月訂單存量,該行預期集團2025年出貨量將按年增長約20%。在上游價格持續波動下,庫存管理將成為往後季度的關鍵營運重點。該行輕微上調2025至27年盈利預測,並重申「高度確信跑贏大市」評級,目標價維持25元。
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