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太平洋给予海信视像“买入”评级,2025Q3业绩快速增长,MiniLED和大屏产品销量表现亮眼
Sou Hu Cai Jing· 2025-11-04 00:51
Group 1 - The core viewpoint of the article highlights the positive outlook for Hisense Visual Technology, with a "buy" rating due to strong revenue performance and stable profit margins [1] - The report indicates that revenue in Q3 2025 is expected to show robust growth driven by the high-end large screen market [1] - The gross margin is projected to remain stable, and effective cost control is anticipated to contribute to a slight increase in net profit margin [1] Group 2 - The article also discusses a significant increase in overseas orders for a certain industry, with a reported growth of 246%, covering over 50 countries and regions [1] - It warns of potential issues related to aggressive pricing strategies, where some companies are selling at a loss, raising concerns about unhealthy competition extending to international markets [1]