大和发表报告,将雅迪(01585.HK) 评级由“持有”升至“买入” 目标价由10元上调至16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。
报告指,由于更换需求前景乐观,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。
(ha/u)(港股报价延迟最少十五分钟。沽空资料截至 2024-12-13 16:25。)
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