港股異動 | 敏實集團(0425.HK)漲4.6% 獲多家機構看好
格隆匯9月23日丨敏實集團(0425.HK)午後繼續走強,現報30.65港元,漲幅4.6%,最新總市值353.2億港元。大和發表報告指,預期敏實(0425.HK)可受惠於鋁件及電池盒於明年及2022年的強勁訂單積壓。將公司目標價由29港元升至37港元,評級維持“買入”,並上調集團今明兩年每股盈利預測至1.63元人民幣。中信證券指出,國內汽車行業銷量已經連續5個月正增長,行業景氣明確回升。同時,海外復工復產之後,對於零部件存在明顯的補庫存需求。同時考慮國內、海外需求的回升,預計三季度行業整體的盈利能力將明顯好轉。零部件板塊看好敏實集團、耐世特等股。

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