智通财经APP获悉，敏实集团(00425)早盘涨超4%，截至发稿，涨3.95%，报15.28港元，成交额1902.83万港元。
方正证券此前指出，根据特朗普对华历史关税政策，我们认为对汽车相关产品征收关税的形式主要通过301关税实现。该行指出，拥有北美产能布局的企业有望抵御关税影响。据悉，敏实集团目前拥有美国密歇根州制造基地、美国田纳西州制造基地。
申万宏源指出，截止到24H1公司有1250.8亿元电池壳业务在手订单，假设在手订单释放生命周期为8-10年，则年销售额可以达到125.1-156.35亿元，对于公司年度营业收入产生极大贡献。且电池壳业务隶属于重资产投资，敏实已经实现全球化投资且盈利，叠加客户结构足够丰富，卡位足够好，有望持续提高市占率。此外，公司目前盈利能力和财务指标均改善，伴随重资产投资降速，公司有望迎来财务指标的修复和估值提升的预期。
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