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大行評級|里昂:下調敏實目標價至15.5港元 評級下調至“跑贏大市”
格隆匯 04-02 14:24
里昂發表研究報吿指,受新型電池殼業務的規模效應和量產所推動,敏實去年業務穩步增長,收入及純利分別按年增長18.6%和26.8%,基本符合市場預期。該行指出,通過本土化發展,敏實已完成全球佈局,力爭中期在北美、歐洲和中國三大市場實現穩健增長。考慮到中國以外市場的電動車滲透率低於市場預期,以及港股汽車零部件板塊交投趨緊,將目標價從29.07港元下調至15.5港元,評級從“買入”下調至“跑贏大市”。
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