比亚迪电子(00285)受益捷普利润改善及比亚迪智能高端化战略

开源证券03-28

受益捷普利润改善及比亚迪智能高端化战略，维持“买入”评级考虑到汽车电子业务收入低于此前预期、美元贷款尚未置换导致2024年财务费用将超出此前预期，将2024-2025年净利润预测由56/71亿元下调至54/64亿元，并新增2026年净利润预测68亿元，对应同比增长34%/17%/6%，对应EPS分别为2.4/2.8/3.0元，当前股价28.7港币对应2024-2026年10.8/9.2/8.7...

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