智通财经APP获悉,大和发布研究报告称,将雅迪控股(01585)评级由“持有”升至“买入”,目标价由10港元上调至16港元,将2025年目标市盈率由11倍调高至14倍,以考虑其在锂离子电池(LiB)更换趋势和以旧换新补贴支持下的销售增长动力。由于更换需求前景乐观,该行上调雅迪2024至2026年收入预测,并将毛利率预测上调1%,原因是主要组件的自家供应可能增加。
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