《大行》花旗升比亞迪電子(00285.HK)目標價至51元 評級升至「買入」
花旗發表報告指,比亞迪電子(00285.HK)上半年業績表現疲軟,汽車業務收入增長是唯一亮點。管理層表示,汽車業務此前50%的按年增長目標具有挑戰性,但35%-40%的增長可能實現,且管理層相信通過成本降低措施,毛利率可保持穩定。另外,管理層指出,伺服器業務在2025年上半年實現超過10億元人民幣的收入,但由於政策變化,此前設定的2025年收入目標30-50億元人民幣存在不確定性。
該行將比亞迪電子評級由「中性」上調至「買入」,認爲2025年的疲軟表現已反映在股價中,而2026年將受到多重引擎支持。目標價由36港元上調至51港元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.