招银国际：升敏实集团(00425)目标价至44港元维持“买入”评级

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智通财经APP获悉，招银国际发布研报称，维持敏实集团(00425)“买入”评级，目标价由42港元升至44港元。其铝业部门在2025年下半年的营收与毛利率未达该行预期，主因是由于主要客户的销售量未达标，且受德国汽车零件商WKW破产影响，部分业务转型进程延迟。报告指，得益于营运成本的严格管控，其2025年下半年的净利润大致符合预期。管理层提出进取的五年营收目标，让该行对敏实的订单储备质量更有信心。该行...

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招银国际：升敏实集团(00425)目标价至44港元 维持“买入”评级

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招银国际：升敏实集团(00425)目标价至44港元维持“买入”评级