核心观点公司2024 年Q4 实现营收1090 亿元,同比增长49%;其中手机、IoT、互联网分别为513/309/93 亿元(YoY+16%/+52%/+19 % );整体毛利率由于IoT +高毛利的互联网业务强劲,环比持续提升至20.6%(YoY-0.7 pct);Q4 调后净利润大超预期为83 亿元(b ea tconsensus 27%),YoY+69%,造车等创新业务亏损为7 亿元,对应...
Source Link核心观点公司2024 年Q4 实现营收1090 亿元,同比增长49%;其中手机、IoT、互联网分别为513/309/93 亿元(YoY+16%/+52%/+19 % );整体毛利率由于IoT +高毛利的互联网业务强劲,环比持续提升至20.6%(YoY-0.7 pct);Q4 调后净利润大超预期为83 亿元(b ea tconsensus 27%),YoY+69%,造车等创新业务亏损为7 亿元,对应...
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