一、公司概况与市场表现敏实集团(00425。HK)是全球化汽车零部件供应商,位列全球汽车零部件百强企业第70位。其主要产品包括塑件、金属饰条、电池盒和铝件,其中电池盒业务近年来增长迅猛。公司客户涵盖国内外优质车企,如Stellantis、戴姆勒、大众、特斯拉等,全球化布局使其海外营收占比达60%。2024年公司实现营收231亿元,毛利率为28.94%,高于行业平均水平。股价表现稳健,近一年涨幅达...
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