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《大行报告》瑞银上调敏实(00425.HK)目标价至45元 评级「买入」
阿思达克 03-31 10:33
瑞银发表研究报告,指敏实(00425.HK)去年收入跌5.5%,纯利跌17.4%,下半年收入76亿元人民币,按年升7.8%,纯利升28.8%,毛利率达33.8%,按年增3.6个百分点,2020年业绩表现胜预期。

该行指,公司电池盒业务将成为欧洲德国大众MEB平台及与宁德时代(300750.SZ)合作,同时获BMW、日产及雷诺订单,涉及9,570万元人民币,相信未来将成重要的增长动力,预期至2025年可贡献纯利25%。

长远而言,该行预期电池盒业务2023年收入可达30亿元人民币,料公司2021/22/23年纯利分别增长42%、27%及18%,目标价由43元升至45元,维持「买入」评级。

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