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中金:料敏華(1999.HK)有望持續搶佔市場份額 評級優於大市
格隆匯 05-20 13:20

中金公司發表研究報告指,敏華控股(1999.HK)2020財年純利16.38億港元,按年升20.1%,略高於該行預期,主要由於內銷市場增長速度較快,以及下半年毛利率有所上升。中金公司維持敏華控股目標價7港元,評級為優於大市。

中金公司預計,公司推動內地功能梳化的滲透率上升的同時,有望持續搶佔市場份額,而隨着海外疫情受控,出口業務有望改善,或進一步提升市場份額。

該行預期,主要原材料單位成本下滑,將可推動公司的利潤空間釋放。

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