智通财经APP获悉，京东方精电(00710)早盘涨近5%，截至发稿，涨4.1%，报6.85港元，成交额418.39万港元。
消息面上，京东方及旗下京东方精电近期携60余款创新技术产品及多元物联网场景技术解决方案亮相CES 2025现场，首次面向海外发布针对智能化汽车时代应用场景的“HERO”计划。京东方科技集团副总裁、京东方精电CEO苏宁透露，按客户采购决策地分布，去年上半年京东方精电海外营收贡献比达到42%，并计划未来进一步将该占比提升到50%。
花旗发布研报称，将京东方精电目标价由5.6港元升至8.5港元，公司在去年下半年和2025年将专注于内地前十大汽车原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。展望2025年，随智能座舱趋势加速，该行预计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。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.