福耀玻璃 福耀玻璃 分时图 日K线 周K线 月K线 56.47 -1.28 -2.22% 2.32% 1.54% 0.78% 0.00% 0.78% 1.54% 2.32% 56.41 56.86 57.30 57.75 58.20 58.64 59.09 09:30 10:30 11:30/13:00 14:00 15:00 0 29万 58万 87万 里昂发布研报称，福耀玻璃（600660）(03606)或面临利润率压力，因向代工厂(OEM)提供较高回赠以 及地缘政治紧张局势，因此将福耀玻璃H股目标价由82元港降至74港元，福耀玻璃(600660.SH)A股目标 价由75元降至66元人民币；维持"跑赢大市"评级，因有信心公司可于下行周期中展现增长韧性及扩张市 场份额。 该行指，公司受惠产能扩张及平均售价上升，2025年表现优于汽车行业。虽然今年中国及美国乘用车销 售放缓可能令其增长减速，该行仍预期平均售价将进一步上调，因汽车领域智能化趋势持续。 ...

Core Viewpoint - The report from Credit Lyonnais indicates that Fuyao Glass (03606) may face margin pressure due to higher rebates to OEMs and geopolitical tensions, leading to a reduction in target prices for both H-shares and A-shares [1] Group 1: Financial Performance - The target price for Fuyao Glass's H-shares has been lowered from HKD 82 to HKD 74, while the A-shares target price has decreased from RMB 75 to RMB 66 [1] - Despite the anticipated slowdown in passenger car sales in China and the U.S. this year, the company is expected to benefit from capacity expansion and rising average selling prices [1] Group 2: Market Outlook - The company is projected to outperform the automotive industry in 2025, supported by the ongoing trend of increasing intelligence in the automotive sector [1] - The average selling price is expected to rise further, indicating potential for growth despite current market challenges [1]