智通财经APP获悉，敏华控股(01999)涨超7%，截至发稿，涨7.5%，报4.73港元，成交额5366.08万港元。
消息面上，天风证券指出，根据敏华在全国城市门店布局及今年经济和消费市场现状，公司偏重开拓下沉市场门店及新增一二线城市性价比系列，于2024年9月30日公司在中国总共拥有7516间品牌专卖店（不包含格调和苏宁门店），于回顾期内，实现专卖店店铺数目净增长280间。海外方面，公司积极参展，拓展新渠道新客户，重塑销售队伍的人才建设，加强了出口新产品研发及升级迭代，过去半年海外市场需求及订单恢复较为明显。
西部证券表示，公司是功能沙发龙头企业，在生产、渠道、品牌、产品上均构筑起深厚壁垒，历史上业绩长期稳健增长，07-24财年营收/利润CAGR 19.55%/20.63%。公司内销在“以旧换新”拉动下有望改善量价趋势，天猫10月销售额止跌回稳；外销在补库、降息带动下恢复增长；目前公司估值处历史低位、股息率6.4%，投资价值凸现。
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