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　　敏实集团（00425）现涨5.03%，报15.88港元，成交额4689.20万港元。

　　高盛发布研报称，预计2025年北美业务收入将占到敏实集团总收入的26%。

　　国泰君安指出，汽车市场竞争日趋激烈，国内车企不断推出新能源车型，利好敏实集团的电池盒业务的销售。新智能外饰系统业务及底盘结构件业务的销量开始爬升，正逐渐成为敏实集团另外两个新收入增长引擎。敏实集团已收到中国头部新能源汽车车企的相关业务订单。敏实集团正逐步成为全球领先的智能前脸、尾门和侧门解决方案供应商之一。

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