11月1日,曼格纳国际(MGA)股价在盘中大涨8.99%,引发市场广泛关注。分析人士认为,这与全球汽车需求复苏有关。
受供给端短缺和通胀高企等因素影响,2023年上半年汽车销量一度低迷。但进入下半年,随着供给链问题缓解、通胀压力减轻,消费者需求开始回暖,汽车销量出现反弹。作为主要汽车零部件供应商,曼格纳国际的业绩与汽车行业景气度密切相关。
公司最新财报数据显示,曼格纳国际实现营收109.58亿美元,净利润3.13亿美元,毛利10.63亿美元,业绩向好。此外,电动汽车的快速发展也为曼格纳国际带来新的增长机遇。公司已在电动车系统领域布局多年,电动汽车渗透率提升将有利于其相关业务的发展。同时,分析师普遍看好曼格纳国际前景,其中35%的分析师给予买入评级,60%的分析师给予持有评级。
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