花旗发表研究报告指,敏实集团(00425.HK) 已进入实现盈利周期,去年电池盒净利润率升至13.8%,随着全球电动车渗透率增长,预计电池盒业务将保持较高增长势头。公司对今年资本支出指引为20亿元人民币。该行指,由于全球产能布局已基本完成,预期减少资本支出将带动自由现金流进入上升周期,有利于提高派息率。该行将公司今明两年收入预测分别上调1%至2%,至263亿元及290亿元人民币,2027年收入预测...
Source Link花旗发表研究报告指,敏实集团(00425.HK) 已进入实现盈利周期,去年电池盒净利润率升至13.8%,随着全球电动车渗透率增长,预计电池盒业务将保持较高增长势头。公司对今年资本支出指引为20亿元人民币。该行指,由于全球产能布局已基本完成,预期减少资本支出将带动自由现金流进入上升周期,有利于提高派息率。该行将公司今明两年收入预测分别上调1%至2%,至263亿元及290亿元人民币,2027年收入预测...
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