港股異動 | 敏實集團(0425.HK)漲6.59% 成功進入特斯拉供應鏈
格隆匯9月2日丨敏實集團漲6.59%,報30.75港元,股價創近一年半以來新高,總市值354億港元。大和發表最新報告稱,敏實贏得特斯拉鋁件訂單,負責供應柏林工廠的Model Y相關零件,大和料敏實未來在可進入特斯拉的全球供應鏈內。大和指出,敏實上半年鋁件業務佔總收入26%,料敏實最快明年上半年供應特斯拉 ,也有望取得更多車廠訂單,料明年鋁件業務佔收入比例可達30%以上,有利毛利率。敏實上半年盈利按年跌59%至3.7億元人民幣,營業額跌21%至48.49億元人民幣。鋁件在收入和溢利貢獻低於金屬及飾條、塑件。

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