大和：降敏实集团(00425)目标价至50港元维持“买入”评级

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智通财经APP获悉，大和发布研报称，虑到敏实集团(00425)的传统汽车零件业务收入及利润率低于预期，将其2026至27年净利润预测下调12%至14%，目标价由52港元下调至50港元，维持“买入”评级。敏实2025年传统汽车零件业务收入增长放缓，然而受惠于塑料及金属装饰业务持续展现韧性，传统业务整体毛利率保持稳定。　　管理层强调，铝材与塑料价格的波动对公司长期盈利能力影响甚微。得益于营运...

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大和：降敏实集团(00425)目标价至50港元 维持“买入”评级

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大和：降敏实集团(00425)目标价至50港元维持“买入”评级