【券商聚焦】招银国际维持亿和控股(00838)买入评级料上半年净利润有望同比增长15%

金吾资讯05-07

金吾财讯 | 招银国际发研报指，同意亿和控股(00838)的观点，即单纯做二级零部件供应商的收入天花板较低，其墨西哥工厂便是一个例子。虽然去年下半年墨西哥工厂在经营层面实现盈亏平衡，但全年超60%的收入仍由佛吉亚贡献，这部分二级供应商业务的利润率较低，这种产品结构将限制墨西哥工厂利润率的上升空间。该行指，亿和在模具方面的优势以及过去作为长城一级供应商的成功经验提升了该行对其转型的信心，公司目前已经...

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【券商聚焦】招银国际维持亿和控股(00838)买入评级 料上半年净利润有望同比增长15%

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【券商聚焦】招银国际维持亿和控股(00838)买入评级料上半年净利润有望同比增长15%