《大行》中金升瑞声(02018.HK)目标价至52.15元 上调盈测

阿斯达克财经
Feb 17, 2025

中金发表报告指出,瑞声(02018.HK) 发盈喜,预期去年净利润介乎17亿至18.15亿元人民币,按年增长130%至145%,符合该行及市场预期。该行认为公司去年业绩增长显著的原因为得益于全球智能手机市场需求回暖、零件升规带来产品组合优化、以及营运效率提升,声学、马达及结构件业务的毛利率有所改善;去年下半年光学产品量价齐升并实现毛利大幅扭亏,该趋势或在去年下半年延续;PSS并表贡献利润弹性。由于...

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