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港股异动 | 获券商唱好 敏实集团(0425.HK)涨11%
格隆汇 08-31 10:39
格隆汇8月31日丨敏实集团(0425.HK)现报27.1港元,涨幅11.07%,最新总市值312.1亿港元。公司28日公告称,今年上半年集团实现营业额约48.49亿元人民币,同比减少20.9%;公司拥有人应占纯利3.7亿元人民币,同比减少58.6%。业绩符合此前盈警。中金指,公司上半年新获日系品牌海外订单,传统业务仍有能力不断拓展客户和产品线,实现超越行业的收入增长;电池盒业务承接宁德时代等新客户订单,MEB平台欧洲明年开始放量。伴随国内海外市场需求逐步恢复,我们认为公司收入和盈利具有较大弹性,维持跑赢行业评级和28港元目标价。

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