《大行报告》大和上调敏实(00425.HK)目标价至37元 评级「买入」
大和发表报告指,由於环球更严格的排放标准,及对新能源车的驾驶距离有更高的期望,相信轻型汽车将会成为长期趋势,预期敏实(00425.HK)可受惠於铝件及电池盒於明年及2022年的强劲订单积压。
该行表示,敏实将於明年下半年为Tesla的德国工厂生产铝饰条,相信集团很有机会获得Tesla其他工厂及其他铝件的订单。由於铝件的毛利率较集团平均高10个百分点,相信该业务的规模提升,可使敏实的毛利率由去年的31.2%,提升至2022年的32.1%。
大和上调敏实股份目标价,由29元升至37元,评级维持「买入」,并上调集团今明两年每股盈利预测至1.63元人民币。
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