智通财经APP获悉，高盛发布研报称，维持宝胜国际(03813)“买入”评级，目标价由0.87港元上调至0.93港元；同时维持裕元集团(00551)“买入”评级，目标价由21港元下调至18.6港元，下调2025至2026年盈利预测5%。
高盛指出，宝胜国际今年前景平平，库存清理进度顺利，基本上符合预期;至于OEM业务，虽然今年上半年订单可见度仍然很高，但今年初期指引较该行预测更审慎，主要是关税影响和客户订单调整的风险，因此管理层仍等待今年下半年有更高可见度。该行将宝胜国际2025年至2026年净利润预测上调3%至7%，反映管理层致力节省营运成本;至于裕元集团(00551)的OEM业务，该行下调其今年销售额及毛利率预测，主要是下半年订单能见度较低。
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