《大行》大和升敏实(00425.HK)目标价至52元 重申“买入”

阿斯达克财经
Jan 29

大和发表研报指出,审视了敏实集团(00425.HK) 的盈利预测,并纳入了一些正面的业务更新。其中,去年欧洲新能源汽车销售量年增约30%,达到300万辆。自今年初起,德国恢复了针对中低收入家庭的国家新能源汽车购买补贴,认为这将为欧洲在今年实现中十位数的新能源汽车销售增长提供强劲动力。目前,集团70%的电池外壳订单来自欧洲客户。大和表示,根据Global Market Insights的数据,全球...

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