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【Brokerage Focus】Soochow maintains a Buy rating on BYD Electronic (00285), stating that its products are expected to benefit from the parent company's intelligent driving equity and the growth in domestic and international sales.
Jinwu Financial News | Soochow Securities Research indicates that BYD Electronics (00285) achieved revenue of 36.88 billion yuan in Q1 2025, a year-on-year increase of 1.1% and a quarter-on-quarter decrease of 33.2%; the Net income attributable to the parent company was 0.62 billion yuan, up 1.9% year-on-year and down 48.3% quarter-on-quarter; the gross margin was 6.3%, a year-on-year decrease of 0.6 percentage points and a quarter-on-quarter increase of 0.4 percentage points. The report indicates that the company continues to deepen strategic cooperation on high-end products with major clients and actively expands its product categories, likely benefiting from the metalization and premiumization of major clients' structural parts, with an expectation of continued growth in the market share among major clients. The consolidation of Jabil has driven an increase in the scale of component business.
Hong Kong stocks are moving | Apple Supplier stocks are rising across the board, COWELL (01415) is up over 5%, Sunny Optical (02382) is up over 4%.
Apple Supplier stocks are rising across the board. As of the time of writing, COWELL (01415) is up 5.17%, at 23.4 Hong Kong dollars; Sunny Optical (02382) is up 4.43%, at 68.4 Hong Kong dollars; BYD Electronics (00285) is up 3.56%, at 33.45 Hong Kong dollars.
Express News | U.S.-listed Chinese stocks surge in overnight trading, with Alibaba up over 4%.
Citi: Lowers the Target Price for BYD Electronics (00285) to HKD 38.9, maintaining an "Outperform" rating.
BYD Electronics (00285) announced that its net income in the first quarter of the 2025 fiscal year only grew by 2% year-on-year, mainly due to a slowdown in demand for its high-profit Metal shell Business compared to last year's high base.
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Citigroup: BYD's first-quarter net profit meets market expectations, maintaining its status as an "Industry preferred choice."
Citi released a Research Report stating that BYD (01211) had a net income of 9.16 billion RMB for the first quarter, a year-on-year growth of 100%, which meets market expectations. The bank expects a quarter-on-quarter shipment increase of 25% to 35% in the second quarter, reaching at least 1.25 million units. After excluding profits from BYD Electronics, the bank estimates that BYD's net profit per vehicle for the first quarter is approximately 8,733 RMB and expects that the net profit per vehicle in the first half of the year will stabilize at around 9,000 RMB. The bank believes that in April, the three main sales benchmarks for BYD (wholesale/domestic retail/export) should all record quarter-on-quarter growth. Citi maintains BYD as its "
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長命百伍歲 : Agreed
, it is a worthless, trashy, and smelly Stocks, causing me to lose half of my account value.