智通财经APP获悉，招银国际发布研报称，料敏实集团(00425)今年至2027年毛利率介于28.5%至28.7%，低于2024年28.9%，因利润率略低的电池外壳产品销售占占比上升。该行料公司同期净利润同比升15%至19%，分别达到27亿，31亿及37亿元人民币。该行维持对敏实“买入”评级，目标价从26港元上调至38港元。
敏实上半年关键经营指标，包括新业务订单、研发、资本支出、本地化及现金流表现稳健，进一步增强该行对其营运效率能力的信心，并印证该行认为敏实在全球汽车零部件行业中定位优于多数同业的观点。该行预测，基于不断增加的订单积压，敏实在明年及后年收入将分别同比增长12%及13%，对机器人及电动垂直起降飞行器产品的预期贡献极小。如有任何新业务达到拐点，收入增长可能更高。
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