【核心结论】我们预计2025-2027年公司营收分别为261/301/348亿元，同比+13%/+15%/+16%，归母净利润27.2/32.3/37.3亿元，同比+17%/+19%/+16%，对应当前PE16.7/14.0/12.1X。首次覆盖，给予“买入”评级。【报告亮点】本次研究我们重点向市场解答了敏实集团为何兼具α与β？守得住“α”：公司作为全球最大的电池盒供应商，长期深耕欧洲市场，未来将...
Source Link【核心结论】我们预计2025-2027年公司营收分别为261/301/348亿元，同比+13%/+15%/+16%，归母净利润27.2/32.3/37.3亿元，同比+17%/+19%/+16%，对应当前PE16.7/14.0/12.1X。首次覆盖，给予“买入”评级。【报告亮点】本次研究我们重点向市场解答了敏实集团为何兼具α与β？守得住“α”：公司作为全球最大的电池盒供应商，长期深耕欧洲市场，未来将...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.