【券商聚焦】天风证券首予敏实集团“买入”评级 指机器人领域有望成新增长极

金吾财讯
20 Jun

金吾财讯 | 天风证券发研指,2024年,敏实集团(00425)资本开支占收入比重降至8%,为近十年最低,折旧摊销压力缓解,自由现金流转正至7.78亿元;毛利率28.94%(+1.5pct),净利率10.26%(+0.8pct),ROE达11.97%,主要受益于产能利用率提升及费用管控优化;电池盒收入53.4亿元(占比23.1%),成为重要增量,传统业务(金属饰条、塑件、铝件)收入占比合计...

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