智通财经APP获悉，敏华控股(01999)现跌超5%，截至发稿，跌5.1%，报4.84港元，成交额3777.51万港元。
消息面上，11月14日，敏华控发布截至9月底的中期业绩，营业收入约80.45亿港元，同比下降约3.1%，其中内地市场营收同比下滑6%，降至47.4亿港元；纯利11.456亿港元，同比增长0.6%。信达证券表示，展望未来，关税分摊影响逐步落地，表观报表盈利能力或有影响，但公司持续降本增效，整体有望维持平稳。
美银发布研报称，将敏华控股目标价由4.6港元上调15%至5.3港元。该行重申对敏华的“中性”投资评级，因为其利润率的韧性和6%的股息率部分抵销了关税政策和国内需求的不确定性。该行将2026财年净利预期下修2%，以反映10月宣布的232条款关税上调。
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