港股异动 | 敏实集团(00425)跌超3% 机构料铝价上升对公司毛利率影响有限电池壳业务有望推动整体收入增长

智通财经07-28

智通财经APP获悉，敏实集团(00425)跌超3%，截至发稿，跌3.12%，报26.68港元，成交额5343.54万港元。消息面上，德银发布研报指出，尽管铝等原材料价格上升，但按往绩显示，敏实集团有能力管控原料价格波动的相关影响，2020至2022年铝价上升期间铝材业务毛利率仍由32.6%升提至34%，管理层亦预期近期铝价上升对2026年整体毛利率影响有限。德银续指，欧洲新能源汽车市场上半年表现...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2654071343?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-07-28 15:15","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2654071343","market":"hk","top_or_hot":-1,"title":"港股异动 | 敏实集团(00425)跌超3% 机构料铝价上升对公司毛利率影响有限 电池壳业务有望推动整体收入增长","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，敏实集团(00425)跌超3%，截至发稿，跌3.12%，报26.68港元，成交额5343.54万港元。消息面上，德银发布研报指出，尽管铝等原材料价格上升，但按往绩显示，敏实集团有能力管控原料价格波动的相关影响，2020至2022年铝价上升期间铝材业务毛利率仍由32.6%升提至34%，管理层亦预期近期铝价上升对2026年整体毛利率影响有限。德银续指，欧洲新能源汽车市场上半年表现...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1473024.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 敏实集团(00425)跌超3% 机构料铝价上升对公司毛利率影响有限 电池壳业务有望推动整体收入增长</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 敏实集团(00425)跌超3% 机构料铝价上升对公司毛利率影响有限 电池壳业务有望推动整体收入增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-28 15:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1473024.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，敏实集团(00425)跌超3%，截至发稿，跌3.12%，报26.68港元，成交额5343.54万港元。消息面上，德银发布研报指出，尽管铝等原材料价格上升，但按往绩显示，敏实集团有能力管控原料价格波动的相关影响，2020至2022年铝价上升期间铝材业务毛利率仍由32.6%升提至34%，管理层亦预期近期铝价上升对2026年整体毛利率影响有限。德银续指，欧洲新能源汽车市场上半年表现...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1473024.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1144","symbol_name":"机动车零配件与设备","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1473024.html","article_id":"2654071343","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2654071343","pubTimestamp":1785222950,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，敏实集团跌超3%，截至发稿，跌3.12%，报26.68港元，成交额5343.54万港元。消息面上，德银发布研报指出，尽管铝等原材料价格上升，但按往绩显示，敏实集团有能力管控原料价格波动的相关影响，2020至2022年铝价上升期间铝材业务毛利率仍由32.6%升提至34%，管理层亦预期近期铝价上升对2026年整体毛利率影响有限。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159796":"电池","BK1144":"机动车零配件与设备","PYZ":"Invesco Dorsey Wright Basic Materials Momentum ETF","00425":"敏实集团","VAW":"Vanguard Materials ETF","RJZ":"ELEMENTS Linked to the Rogers International Commodity Index - Metals Total Return","KCAI":"KraneShares China Alpha Index ETF","XLBI":"The Materials Select Sector SPDR Premium Income Fund","BCIM":"abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF","VXUS":"国际股票ETF-Vanguard","BK1509":"特斯拉概念股","XLBX":"Corgi U.S. Materials 2x Daily ETF","BK1589":"北水核心资产","BK4588":"碎股","BK4585":"ETF&股票定投概念","ISTM":"iShares Strategic Metals ETF"},"translate_title":"Changes in Hong Kong stocks | Minshi Group (00425) fell by more than 3% Institutional expectations that the rising aluminum price will have a limited impact on the company's gross profit margin Battery case business is expected to drive overall revenue growth","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159796":1.5,"VXUS":1.5,"XLBX":1.5,"PYZ":1.5,"VAW":1.5,"RJZ":1.5,"KCAI":1.5,"XLBI":1.5,"ISTM":1.5,"00425":1.5,"BCIM":1.5},"content_text":"智通财经APP获悉，敏实集团(00425)跌超3%，截至发稿，跌3.12%，报26.68港元，成交额5343.54万港元。消息面上，德银发布研报指出，尽管铝等原材料价格上升，但按往绩显示，敏实集团有能力管控原料价格波动的相关影响，2020至2022年铝价上升期间铝材业务毛利率仍由32.6%升提至34%，管理层亦预期近期铝价上升对2026年整体毛利率影响有限。德银续指，欧洲新能源汽车市场上半年表现强劲，上半年欧洲新车注册量按年增长逾6%，其中纯电动车按年大增35%，考虑到敏实集团大部分客户为欧洲车厂，预期其铝电池壳体业务与欧洲电动化趋势高度相关，随着欧洲新能源汽车销量增长，估计敏实上半年电池壳业务收入可按年增长33%，推动整体收入按年增长9%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.50.1","shortVersion":"4.50.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2654071343","isCrawlerRequest":true}

港股异动 | 敏实集团(00425)跌超3% 机构料铝价上升对公司毛利率影响有限 电池壳业务有望推动整体收入增长

精彩评论

港股异动 | 敏实集团(00425)跌超3% 机构料铝价上升对公司毛利率影响有限电池壳业务有望推动整体收入增长