一、公司核心业务增长强劲中金公司 在研报中指出,敏实集团(00425)在欧洲及中国市场的新能源销量表现亮眼。特别是欧盟和英国的纯电车型注册量显著增长,中国市场纯电车型的批发销量同比增幅达40.9%。这一趋势将直接推动公司电池盒业务营收的高速增长。中金预计,敏实集团1H25电池盒业务营收有望实现高增,这得益于其与欧洲头部车企的深度合作以及在中国市场的强势表现。二、财务指标优化,利润弹性可期敏实集团...
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