富瑞：上调敏实集团(00425)为“买入”评级电池盒业务前景改善

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智通财经APP获悉，富瑞发布研报称，上调敏实集团(00425)为“买入”评级，将2026及2027年盈利预测调整至32亿及38亿元人民币，目标价由32.1港元上调至47.2港元。该行指，公司电池盒业务的销售及利润率前景改善，加上公司上调新业务的收入目标，使其增长路径更为清晰。随着资本开支周期见顶，公司或可在股息层面带来更多上行惊喜。公司管理层指引2026年收入及净利润录双位数增长，销售及行政开支...

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富瑞：上调敏实集团(00425)为“买入”评级 电池盒业务前景改善

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富瑞：上调敏实集团(00425)为“买入”评级电池盒业务前景改善