智通财经APP获悉，敏实集团(00425)现涨超5%，截至发稿，涨5.03%，报15.88港元，成交额4628.93万港元。
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%。该行预计，在关税期限为3个月/6个月/12个月的情景下，公司收入将分别受到0.6%/1.2%/1.9%的负面影响，毛利将受到2.3%/4.6%/7.6%的负面影响。在近期与敏实集团管理层的交流及其2024年上半年业绩电话会上，他们表示正在与整车厂客户进行商谈，并预计客户将承担大部分的潜在关税成本。
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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