大和发表研报指，敏实集团(00425.HK) 目前以8倍市盈率进行交易，低于该股过去三年的平均值。该行亦预计，敏实2025至2027财年的每股盈利预测复合年均增长率将达30%。并指敏实的估值相当具吸引力，呼吁投资者重新审视其股票。
大和重申敏实的“买入”评级，同时将其目标价由28元上调至32元。鉴于公司的塑胶零件业务增长低于预期，因此将2025至2026财年收入预测下调1%至7%。不过因毛利率改善超出预期及电池壳业务的稳健净利润率，将2026财年的每股盈利预测上调20%。(js/k)
(港股报价延迟最少十五分钟。沽空资料截至 2025-03-26 12:25。)
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