敏实集团:1H25电池盒营收增速可期 业绩弹性有望释放

中金公司
Jul 17

公司近况我们认为,欧洲及国内新能源销量增长亮眼,有望带动公司1H25 电池盒业务营收高增。评论5M25 欧洲新能源销量逆势高增,中国市场纯电增速亦亮眼,有望带动公司电池盒业务营收高增。据ACEA,5M25 欧盟新能源乘用车实现了较强的增长势头,其中纯电车型注册量累计同比增长26.1%至70.1 万辆,渗透率达15.4%,同比+3.3ppt;插电混动销量同比+15%至37.5 万辆;5M25 英国...

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