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先导智能:2026 年一季度交付节奏不及预期,但后续有望回升;净利润指引高于预期;维持 AH 股中性买入评级
2026-04-29 22:42
29 April 2026 | 1:41AM HKT Equity Research Lead Intelligent (300450.SZ) 1Q26 miss on delivery pace but likely to pick up ahead; NPM guidance above expectation; Maintain Neutral/Buy for A/H | 300450.SZ | 12m Price Target: Rmb61.00 | Price: Rmb55.36 | Upside: 10.2% | | --- | --- | --- | --- | | 0470.HK | 12m Price Target: HK$55.60 | Price: HK$57.60 | Downside: 3.5% | Post-market close on Apr 28, 2026, Lead Intelligent 1Q26 revenue/EBIT/net income came in at Rmb3,691mn/415mn/405mn (+19%/+47%/+11% yoy), -18%/-2 ...