智通财经APP获悉,中信里昂发布研报称,上调敏实集团(00425)目标价61.3%,从15.5港元升至25港元,维持“跑赢大市”评级。该行指,敏实集团2024年收入/净利润分别增长13%/22%,符合市场预期,利润率反弹势头得以维持。鉴于流动性恢复及新业务更好的长期增长前景,预计充足的在手订单将在中期内推动公司实现稳健增长,尤其是电池外壳业务,该业务已获得中国/全球领先汽车制造商的多个新项目。此外,人形机器人和eVOTL快速发展将提供第二个增长源头。
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