智通财经APP获悉，摩根大通发布研报称，敏实集团(00425)面对宏观环境挑战，将其2026及27财年盈测下调7%至8%，目标价由70港元调降至60港元，续予“增持”评级，并重申敏实为中国汽车零部件板块的首选股。
小摩提到，敏实管理层将去年下半年毛利率逊预期归因于一次性因素，并预期今年收入及净利润将录得增长。此外，管理层上调2026至27年新业务收入指引，包括人形机械人及AI服务器液冷散热。
智通财经APP获悉，摩根大通发布研报称，敏实集团(00425)面对宏观环境挑战，将其2026及27财年盈测下调7%至8%，目标价由70港元调降至60港元，续予“增持”评级，并重申敏实为中国汽车零部件板块的首选股。
小摩提到，敏实管理层将去年下半年毛利率逊预期归因于一次性因素，并预期今年收入及净利润将录得增长。此外，管理层上调2026至27年新业务收入指引，包括人形机械人及AI服务器液冷散热。
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