智通财经APP获悉，VESYNC(02148)再跌近5%，截至发稿，跌4.72%，报4.04港元。
中泰国际发布研报指，VESYNC半年收入2.9亿美元，同比增长7.0%，略低于该行原先预期的双位数增长。原材料和运输费用下降驱动上半年毛利率扩张3.3百分点至48.5%，符合预期。该行指，下调24财年收入预测8.6%至6.4亿；下调净利润预测3.7%至9300万；公司将维持全年40%派息率，股息率约6%-7%。
中金公司此前指出，公司产品力及渠道力提升，收入稳健增长；运营效率优化，盈利能力创新高。考虑海外小家电需求仍具有不确定性，下调2024/2025年收入7.4%/8.5%至6.52亿美元/7.66亿美元，但由于公司盈利能力提升，我们维持2024/2025年盈利预测不变。但考虑近期板块估值有所回落，下调目标价19%至5.2港元。
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