大行评级丨花旗：对敏实集团开展90日上行催化剂观察，目标价46港元

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花旗发表研报指，敏实集团宣布将与株式会社爱信及丰田通商共同成立合资公司，拓展铝制车身骨架部件生产业务，当中敏实、爱信及丰田将分别于合资公司持股40%、40%及20%，预期此举将增强北美市场供应链能力，可应对当地日益增长的汽车电动化及轻量化技术需求。　　花旗认为，此战略合作将令敏实来自丰田及该地区其他日本汽车制造商的订单显著增长，考虑到海外车企通常有较长的汽车研发周期，估计合资公司要到明年底...

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