智通财经APP获悉，敏华控股(01999)续跌超4%，该股昨日重挫逾13%。截至发稿，跌3.99%，报2.285港元，成交额641.85万港元。
消息面上，敏华控股日前发盈警，预期截至今年9月底止六个月，公司权益拥有人应占溢利将较2025年同期约11.456亿港元大幅减少约70%至90%。主要归因于中东冲突爆发以来，化工类核心原材料价格持续大幅上升，推高产品生产成本；加上行业竞争加剧，产品售价调整存在滞后，未能完全抵销原材料成本增幅，令整体毛利率下滑。
与此同时，公司于去年12月收购的美国业务，受原材料成本上涨及市场需求疲弱影响而产生营运亏损。被收购公司的直接全资附属公司Southern Motion已在美国申请第11章破产程序，相关收购商誉及其他无形资产于期内确认减值亏损。
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