此外，受母企比亚迪股份(01211)汽车出货量创新高支持车载业务跑赢大市，配合更多新产品加快，明年续料业务良好增长。此外，由于强劲AI服务器新需求，数据中心业务亦料进一步推动公司增长。BYD Electronic (00285) is expected to perform well in the fourth quarter and has a positive outlook for next year.
According to the Futu Securities app, Citibank released a research report stating that BYD Electronic (00285) is expected to perform well in the fourth quarter, with a positive outlook for next year, giving a target price of HK$45 and a "buy" investment rating.
The bank pointed out that due to the stable growth of the Android business, the iOS component business, and the outperformance of the in-car business in the market, the profit improvement of the Jabil mobile electronic manufacturing business is expected to benefit from faster shipment volumes in the fourth quarter and efficiency improvements next year. Therefore, the performance in the fourth quarter is expected to be good.
In addition, supported by record high shipments of vehicles from its parent company BYD Company (01211), the in-car business continues to outperform the market, with accelerated introduction of more new products expected to drive good growth in the following year. Furthermore, due to strong demand for AI servers, the datacenter business is expected to further drive the company's growth.
