花旗:维持京东方精电(00710)“买入”评级 目标价升至8.5港元

智通财经
15 Jan

智通财经APP获悉,花旗发布研究报告称,维持京东方精电(00710)“买入”评级,目标价由5.6港元升至8.5港元,主要因为公司在去年下半年和2025年将专注于内地前十大汽车塬始设备制造商的策略将持续推动市占率持续增长;另外则是毛利恢复,该行指,随成都工厂的稳定增产和库存撇帐影响的减少,毛利率有望改善。

至于今年,随智能座舱趋势加速,该行预见汽车显示需求将保持强劲,预计成都工厂产能利用率到2025年底可达到70至80%,支持财务业绩改善。该行下调2024年的纯利预测4%,主要因为去年下半年的去库存以及成都厂房的增产速度低于预期。同时,维持2025年和2026年的盈利预测基本不变,因为预计受强劲汽车显示需求推动,内地销售超出预期。

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