智通财经APP获悉，敏实集团(00425)跌超3%，截至发稿，跌3.12%，报26.68港元，成交额5343.54万港元。
消息面上，德银发布研报指出，尽管铝等原材料价格上升，但按往绩显示，敏实集团有能力管控原料价格波动的相关影响，2020至2022年铝价上升期间铝材业务毛利率仍由32.6%升提至34%，管理层亦预期近期铝价上升对2026年整体毛利率影响有限。
德银续指，欧洲新能源汽车市场上半年表现强劲，上半年欧洲新车注册量按年增长逾6%，其中纯电动车按年大增35%，考虑到敏实集团大部分客户为欧洲车厂，预期其铝电池壳体业务与欧洲电动化趋势高度相关，随着欧洲新能源汽车销量增长，估计敏实上半年电池壳业务收入可按年增长33%，推动整体收入按年增长9%。
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