智通财经APP获悉，敏实集团(00425)午后涨近6%，截至发稿，涨5.45%，报14.7港元，成交额1.11亿港元。
消息面上，美国大选落地。方正证券指出，根据特朗普对华历史关税政策，我们认为对汽车相关产品征收关税的形式主要通过301关税实现。该行指出，拥有北美产能布局的企业有望抵御关税影响。据悉，敏实集团目前拥有美国密歇根州制造基地、美国田纳西州制造基地。
值得注意的是，敏实集团此前发布的中期业绩显示，集团上半年取得营业额110.9亿元人民币，同比增加13.78%；股东应占溢利10.68亿元，同比增加20.39%。另外，公司宣布，决定动用股份购回授权，根据市况不定时于公开市场购回股份，拟使用资金最多5亿港元。大和表示，敏实管理层在公布上半年业绩后调整了其经营策略及市场展望，该行认为公司估值是被严重低估。
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