雅迪控股(1585.HK):业绩暂承压 2025年公司战略与行业增长共振

国泰君安
27 Mar

本报告导读:2024 年公司业绩受内外部扰动而承压,2025 年需求改善与公司战略调整成效值得期待。投资要点:投资建议。考 虑国补对终端销售的促进以及公司 2025 年战略调整的高效落地, 我们上调公司2025-2026 年盈利预测并新增2027 年盈利预测,预计2025-2027 年公司EPS 为0.97/1.14/1.30 元(2025-2026 年原0.93/1.07 元),维持“增持”评级...

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