港股異動 | 獲券商唱好 敏實集團(0425.HK)漲11%
格隆匯8月31日丨敏實集團(0425.HK)現報27.1港元,漲幅11.07%,最新總市值312.1億港元。公司28日公告稱,今年上半年集團實現營業額約48.49億元人民幣,同比減少20.9%;公司擁有人應占純利3.7億元人民幣,同比減少58.6%。業績符合此前盈警。中金指,公司上半年新獲日系品牌海外訂單,傳統業務仍有能力不斷拓展客户和產品線,實現超越行業的收入增長;電池盒業務承接寧德時代等新客户訂單,MEB平台歐洲明年開始放量。伴隨國內海外市場需求逐步恢復,我們認為公司收入和盈利具有較大彈性,維持跑贏行業評級和28港元目標價。

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