敏实集团(0425.HK):业绩略超预期 分红重启 公司进入成长及盈利双升周期

长江证券
27 Mar

事件描述敏实集团发布2024 年报:全年实现营收231.5 亿元,同比增长12.8%;实现归母净利润23.2亿元,同比增长21.9%。事件评论2024 年下半年收入及利润率持续双升,海外贡献相对较大,电池盒放量加速。下游来看,2024H2 全球汽车销量同比+0.7%,其中日系、德系、美系分别同比-1.7%、-3.0%、-3.6%。敏实2024H2 实现营收119.8 亿元,同比+10.6%,环比+...

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