公司点评京东方精电(710 HK, 买入,目标价:10.48港元) -成都工厂、系统级业务和海外市场驱动成长。我们为京东方精电举办了4Q展望NDR电话会议。管理层表示国内外市场需求持续复苏,并且系统业务在2H24E快速增长。至于成都工厂,管理层指引UTR在短期内提高到70-80%(目前为60-70%),主要是2024年下半年订单增加和销售额将持续增加。对于海外市场,管理层表示日本/韩国/欧洲定点...
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