敏华(01999.HK) 于上周五(7日)宣布任命公司秘书张贤接管投资者关系职务，因为前投资者关系总监最近正受到监管机构调查。公告提及，该项调查与敏华上市部分无关。
花旗发表研报指，不确定上述单一事件会否演变成任何管理层面风险。另一方面，中国商业前景依然疲弱，主要由于房地产市场仍然低迷；消费下行趋势可能减缓家具更换需求；躺椅面临来自客制化家具新进入者的竞争。因此，敏华的股价将承受上述不确定性而产生的压力。
另外，花旗将敏华2025至2026财年盈利预测下调1%至5%，同时将目标价由8元下调至4.6元，评级由“买入”下调至“中性”。(js/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-07 16:25。)
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