【里昂：削比亚迪电子目标价至38.9港元 下调今明财年盈测】金十数据4月29日讯，里昂发表研报指，比亚迪电子(00285.HK)2025财年第一季净利润仅按年增长2%，主要由于其高利润金属外壳业务需求较去年高基数有所放缓。公司管理层预计，第二季度金属外壳收入将按季增长，并对今年持乐观态度，受汽车业务强劲增长及捷普(Jabil)相关业务盈利能力改善推动。预计关税影响有限，因有海外生产。里昂维持对比亚迪电子的“跑赢大市”评级，目标价由51.2港元下调至38.9港元。该行亦认为，短期内金属外壳需求疲弱，但比亚迪电子2025至2027财年增长前景依然稳固，受汽车收入强劲增长及Jabil财报推动。该行将比亚迪电子2025及2026财年盈利预测，分别下调9%及8%。
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