《大行》星展升敏实集团(00425.HK)目标价至55元 料去年下半年净利润升14%

阿斯达克财经
Feb 27

星展研究报告指,中国及欧洲电动车销售强劲增长,加上全球汽车原始设备制造商(OEM)转向电动车,正带动敏实集团(00425.HK) 的电池外壳业务(BBU)快速增长。该业务未完成订单总额超过1,000亿元人民币(下同)。在总订单累积逾2,500亿元的支持下,该行预测公司2024至2026财年的盈利年复合增长率达约20%,支持估值上行。就2025年下半年,该行预期公司净利润按年增长14%至14亿元,受...

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