里昂报告指,德国近期推出电动车补贴,极可能成为欧洲领先电池外壳供应商敏实(00425.HK) 的业务催化剂。该行亦对铝价上涨担忧较低,预期铝制品毛利率将因新增订单及杠杆效应获更大缓冲空间。该行预测敏实三大核心市场今年全面增长:欧洲电动车销量持续扩张、中国合资企业竞争力提升,以及北美因关税政策带动产能增加。该行按今年每股盈利预测计算目标价,基于铝价对毛利率影响,今年净利润预测下调0.8%。但因为欧洲...
Source Link里昂报告指,德国近期推出电动车补贴,极可能成为欧洲领先电池外壳供应商敏实(00425.HK) 的业务催化剂。该行亦对铝价上涨担忧较低,预期铝制品毛利率将因新增订单及杠杆效应获更大缓冲空间。该行预测敏实三大核心市场今年全面增长:欧洲电动车销量持续扩张、中国合资企业竞争力提升,以及北美因关税政策带动产能增加。该行按今年每股盈利预测计算目标价,基于铝价对毛利率影响,今年净利润预测下调0.8%。但因为欧洲...
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