智通财经APP获悉，里昂发布研报称，考虑到敏实集团(00425)的新订单，上调公司今明两年的净利润预测1%及2%，惟降2027年盈测预测2%，以反映毛利率预测。由于流动性持续复苏，加上业绩扩展多元化，将目标价由25港元上调至36港元，维持“跑赢大市”评级。
敏实上半年毛利率为28.3%，同比下降0.2%。不过，该行指出因为OEM愿意补偿公司的关税损失，且产品组合已经稳定，预计公司下半年的毛利率将有所改善。另外，公司发展更加国际化，来自中国的收入在上半年降至35%，而去年同期为40.8%，该行料这个数据将在未来几年进一步降至30%。
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