中金:升敏實集團(0425.HK)目標價至38港元 評級“優於大市”
中金公司發表報告表示,由於歐美汽車市場需求回暖速度比預期快、國內車市回覆增長以及電池盒業務分拆上市預期增強,將有望推動敏實集團(0425.HK)估值修復,故上調其目標價36%至38港元,並維持評級“優於大市”。
中金預期,公司在手訂單轉變為收入將逐步提速;而受政策帶動,歐洲對新能源需求旺盛,將利好公司電池盒業務,預計2022年電池盒業務收入將有望超過25億元人民幣;一旦公司分拆電池盒業務上市,料可提升資本市場融資能力,更有利於業務加速擴張。

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