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00425 敏实集团
已收盘 04-10 16:09:20
38.800
+1.000
+2.65%
最高
39.800
最低
37.500
成交量
747.45万
今开
37.720
昨收
37.800
日振幅
6.08%
总市值
454.74亿
流通市值
454.74亿
总股本
11.72亿
成交额
2.91亿
换手率
0.64%
流通股本
11.72亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）
资讯
新帖
简况
敏实集团：4月8日增发7,700股，占已发行股份约0.0007%
公告速递 · 04-08 16:45
敏实集团：4月8日增发7,700股，占已发行股份约0.0007%
敏实集团(00425)因购股权获行使而发行7700股
智通财经 · 04-08 16:43
敏实集团(00425)因购股权获行使而发行7700股
敏实集团更新2026年3月股份变动月报表，股本小幅增加
公告速递 · 04-08 11:51
敏实集团更新2026年3月股份变动月报表，股本小幅增加
国盛证券：维持敏实集团(00425)“买入”评级 电池盒放量助力海外业绩高增
智通财经 · 04-07
国盛证券：维持敏实集团(00425)“买入”评级 电池盒放量助力海外业绩高增
敏实集团(00425.HK)获执行董事兼主席魏清莲增持10万股
中金财经 · 03-31
敏实集团(00425.HK)获执行董事兼主席魏清莲增持10万股
敏实集团(00425)：MSCI ESG评级上调至A
智通财经 · 03-30
敏实集团(00425)：MSCI ESG评级上调至A
敏实集团(一百)：3月25日已发行股本变动，合计发行5万股
公告速递 · 03-25
敏实集团(一百)：3月25日已发行股本变动，合计发行5万股
敏实集团(00425)因购股权获行使合计发行5万股
智通财经 · 03-25
敏实集团(00425)因购股权获行使合计发行5万股
富瑞：上调敏实集团(00425)为“买入”评级 电池盒业务前景改善
智通财经网 · 03-25
富瑞：上调敏实集团(00425)为“买入”评级 电池盒业务前景改善
【券商聚焦】国泰海通证券维持敏实集团(00425)“增持”评级 指其多元产品组合支撑业绩增长
金吾财讯 · 03-25
【券商聚焦】国泰海通证券维持敏实集团(00425)“增持”评级 指其多元产品组合支撑业绩增长
大和：降敏实集团(00425)目标价至50港元 维持“买入”评级
中金财经 · 03-25
大和：降敏实集团(00425)目标价至50港元 维持“买入”评级
招银国际：升敏实集团(00425)目标价至44港元 维持“买入”评级
智通财经网 · 03-25
招银国际：升敏实集团(00425)目标价至44港元 维持“买入”评级
中金：维持敏实集团(00425)跑赢行业评级 上调目标价至45港元
智通财经 · 03-25
中金：维持敏实集团(00425)跑赢行业评级 上调目标价至45港元
大摩：维持敏实集团(00425)“增持”评级 目标价50港元
智通财经网 · 03-24
大摩：维持敏实集团(00425)“增持”评级 目标价50港元
异动解读 | 瑞银维持“买入”评级并看好电池外壳业务，敏实集团盘中大涨5%
异动解读 · 03-24
异动解读 | 瑞银维持“买入”评级并看好电池外壳业务，敏实集团盘中大涨5%
瑞银：降敏实集团(00425)目标价至42.6港元 评级“买入”
智通财经 · 03-24
瑞银：降敏实集团(00425)目标价至42.6港元 评级“买入”
异动解读 | 业绩略逊预期遭瑞银降目标价，敏实集团盘中大跌5.78%
异动解读 · 03-24
异动解读 | 业绩略逊预期遭瑞银降目标价，敏实集团盘中大跌5.78%
敏实集团(一百)将于2026年06月26日派发末期股息每股0.764港元
公告速递 · 03-23
敏实集团(一百)将于2026年06月26日派发末期股息每股0.764港元
敏实集团(00425)将于6月26日派发末期股息每股0.764港元
智通财经 · 03-23
敏实集团(00425)将于6月26日派发末期股息每股0.764港元
敏实集团(00425)公布2025年业绩 拥有人应占溢利同比增加约16.1%至26.92亿元 末期息每股0.764港元
智通财经 · 03-23
敏实集团(00425)公布2025年业绩 拥有人应占溢利同比增加约16.1%至26.92亿元 末期息每股0.764港元
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公司概况
公司名称：
敏实集团
所属市场：
SEHK
上市日期：
--
主营业务：
敏实集团有限公司系全球性汽车零部件企业，主要从事汽车零部件和工装模具的研发、生产和销售。该集团的主要产品包括金属及饰条、塑件、铝件、电池盒产品以及各类模具、检具及夹具。该集团亦从事车身底盘零部件及智能外饰件的研发、生产和销售。该集团于亚太、北美、欧洲及其他地区开展全球化业务。
发行价格：
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16:45","pubTimestamp":1775637947,"startTime":"0","endTime":"0","summary":"敏实集团有限公司（股票代码：00425）于2026年4月8日发布公告，公司当日根据2022年5月31日采纳的购股权计划行使购股权，增发7,700股普通股，占公告前公司已发行股份（不包括库藏股份）总数约0.0007%。本次发行每股价格为14.3港元。\n本次增发完成后，公司已发行股本由1,171,803,799股增至1,171,811,499股，库藏股份保持11,130,000股不变，总股本升至1,182,941,499股。公司确认本次股份变动已遵守香港联交所证券上市规则及相关法规。上述公告由公司秘书易蕾莉签署。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00425"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625691902","title":"敏实集团(00425)因购股权获行使而发行7700股","url":"https://stock-news.laohu8.com/highlight/detail?id=2625691902","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625691902?lang=zh_cn&edition=full","pubTime":"2026-04-08 16:43","pubTimestamp":1775637827,"startTime":"0","endTime":"0","summary":"智通财经APP讯，敏实集团(00425)发布公告，于2026年4月8日根据于2022年5月31日采纳的购股权计划行使购股权而发行7700股股份。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1425976.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1144","00425","BK1589","BK1509"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1136215392","title":"敏实集团更新2026年3月股份变动月报表，股本小幅增加","url":"https://stock-news.laohu8.com/highlight/detail?id=1136215392","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1136215392?lang=zh_cn&edition=full","pubTime":"2026-04-08 11:51","pubTimestamp":1775620283,"startTime":"0","endTime":"0","summary":"敏实集团有限公司于2026年4月8日发布2026年3月股份变动月报表，报告期为2026年3月1日至3月31日。本次月报显示，公司法定注册股本维持5,000,000,000股普通股，对应法定/注册股本总额500,000,000港元，报告期内无增减变动。3月份因执行2022年购股权计划，公司新增发行50,000股普通股，使得截至2026年3月底已发行普通股增至1,171,803,799股，库存股数量不变，合计1,182,933,799股。此项购股权行使价为每股14.30港元，为公司带来共715,000港元的资金收入。公告由公司秘书易蕾莉签署。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00425"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625987668","title":"国盛证券：维持敏实集团(00425)“买入”评级 电池盒放量助力海外业绩高增","url":"https://stock-news.laohu8.com/highlight/detail?id=2625987668","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625987668?lang=zh_cn&edition=full","pubTime":"2026-04-07 13:59","pubTimestamp":1775541544,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国盛证券发布研报称，敏实集团海外市场加速布局，电池盒等新产品处于上量阶段，预计2026-2028年归母净利润分别为32.3/37.5/43.5亿元，对应PE分别为11/10/8倍，维持“买入”评级。客户结构多元化拓展，公司在手订单充沛2025年公司在电池盒与车身底盘结构件业务上实现重大突破，拿下欧洲丰田和长城、吉利等中系客户结构件订单，分别取得奇瑞、长安、比亚迪电池盒订单。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1425397.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00425","002670","159796"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623823245","title":"敏实集团(00425.HK)获执行董事兼主席魏清莲增持10万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2623823245","media":"中金财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623823245?lang=zh_cn&edition=full","pubTime":"2026-03-31 20:57","pubTimestamp":1774961822,"startTime":"0","endTime":"0","summary":"格隆汇3月31日丨根据联交所最新权益披露资料显示，2026年3月31日，敏实集团(00425.HK)获执行董事兼主席魏清莲在场内以每股均价32.6692港元增持10万股，涉资约326.692万港元。\r\n\r\n 增持后，魏清莲最新持股数目为451,922,000股，持股比例为38.20%。","market":"us","thumbnail":" http://caiji.3g.cnfol.com/colect/202603/31/20260331314255.jpg","type":0,"news_type":0,"thumbnails":[" http://caiji.3g.cnfol.com/colect/202603/31/20260331314255.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260331/32116463.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK1509","BK1144","BK1589","00425"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623315576","title":"敏实集团(00425)：MSCI ESG评级上调至A","url":"https://stock-news.laohu8.com/highlight/detail?id=2623315576","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623315576?lang=zh_cn&edition=full","pubTime":"2026-03-30 17:52","pubTimestamp":1774864322,"startTime":"0","endTime":"0","summary":"智通财经APP讯，敏实集团 发布公告，根据摩根士丹利资本国际最新发布的ESG评级，本集团的MSCI ESG评级已由BBB提升至A，评级生效日期及最新报告更新日期均为2026年3月23日。作为全球资本市场广泛认可的可持续发展评估体系之一，MSCI ESG 评级通过参考量化指标和行业专属基准，从环境、社会及管治等维度对企业进行评估，并被投资者及资本市场视为重要的ESG指标之一。董事会认为，MSCI ESG评级的提升体现了本集团ESG治理标准及实际成果获得了外部认可。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1421826.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["159717","00425","ESG","MSCI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1151104928","title":"敏实集团(一百)：3月25日已发行股本变动，合计发行5万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1151104928","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1151104928?lang=zh_cn&edition=full","pubTime":"2026-03-25 18:31","pubTimestamp":1774434711,"startTime":"0","endTime":"0","summary":"敏实集团(一百)于2026年3月25日发布公告，披露已发行股本出现变动。根据公告，公司在2026年3月25日或之前，根据于2022年5月31日采纳的购股权计划，合计行使购股权50,000股，其中45,000股占公司原已发行股本约0.0038%，另5,000股占公司原已发行股本约0.0004%，对应行权价格均为每股14.3港元。变动完成后，公司已发行股份总数由1,171,753,799股增至1,171,803,799股；库藏股则保持在11,130,000股，总股本相应升至1,182,933,799股。本公告由公司秘书易蕾莉签署。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00425"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622022161","title":"敏实集团(00425)因购股权获行使合计发行5万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2622022161","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622022161?lang=zh_cn&edition=full","pubTime":"2026-03-25 18:30","pubTimestamp":1774434604,"startTime":"0","endTime":"0","summary":"智通财经APP讯，敏实集团(00425)发布公告，于2026年3月25日或以前根据于2022年5月31日采纳的购股权计划行使购股权而发行4.5万股。于2026年3月25日根据于2022年5月31日采纳的购股权计划行使购股权而发行5000股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1418838.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1509","BK1589","BK1144","00425"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622026487","title":"富瑞：上调敏实集团(00425)为“买入”评级 电池盒业务前景改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2622026487","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622026487?lang=zh_cn&edition=full","pubTime":"2026-03-25 16:33","pubTimestamp":1774427629,"startTime":"0","endTime":"0","summary":"公司管理层指引2026年收入及净利润录双位数增长，销售及行政开支比率料轻微下降，资本开支上限25亿元人民币，派息比率有望进一步提升","market":"sh","thumbnail":"https://img.zhitongcaijing.com/image/20260325/20260325163712_36555.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260325/20260325163712_36555.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1418697.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["159796","00425"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622232140","title":"【券商聚焦】国泰海通证券维持敏实集团(00425)“增持”评级 指其多元产品组合支撑业绩增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2622232140","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622232140?lang=zh_cn&edition=full","pubTime":"2026-03-25 16:04","pubTimestamp":1774425841,"startTime":"0","endTime":"0","summary":"考虑到公司的全球化优势，报告对敏实集团保持健康的发展态势持乐观态度。基于2026年16倍市盈率估值，给予目标价49.47港元，维持“增持”评级。2025年，敏实集团经营业绩稳健增长，实现营业收入257.37亿元，同比增长11.2%；净利润26.92亿元，同比增长16.1%；毛利率为28.0%，净利率为10.5%，同比提升0.5个百分点。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1977265","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02611","00425","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622023300","title":"大和：降敏实集团(00425)目标价至50港元 维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2622023300","media":"中金财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622023300?lang=zh_cn&edition=full","pubTime":"2026-03-25 15:47","pubTimestamp":1774424822,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，大和发布研报称，虑到敏实集团(00425)的传统汽车零件业务收入及利润率低于预期，将其2026至27年净利润预测下调12%至14%，目标价由52港元下调至50港元，维持“买入”评级。敏实2025年传统汽车零件业务收入增长放缓，然而受惠于塑料及金属装饰业务持续展现韧性，传统业务整体毛利率保持稳定。\r\n\r\n 管理层强调，铝材与塑料价格的波动对公司长期盈利能力影响甚微。得益于营运资金效率提升及严格的资本开支管控，传统汽车零件业务组合去年产生27亿人民币自由现金流，加上派息比率提高至30%，为股东回报及投资新兴业务提供资金。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260325/32097204.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["00425"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622904592","title":"招银国际：升敏实集团(00425)目标价至44港元 维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2622904592","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622904592?lang=zh_cn&edition=full","pubTime":"2026-03-25 11:04","pubTimestamp":1774407899,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，招银国际发布研报称，维持敏实集团“买入”评级，目标价由42港元升至44港元。其铝业部门在2025年下半年的营收与毛利率未达该行预期，主因是由于主要客户的销售量未达标，且受德国汽车零件商WKW破产影响，部分业务转型进程延迟。报告指，得益于营运成本的严格管控，其2025年下半年的净利润大致符合预期。管理层提出进取的五年营收目标，让该行对敏实的订单储备质量更有信心。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1418536.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["00425"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622434710","title":"中金：维持敏实集团(00425)跑赢行业评级 上调目标价至45港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2622434710","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622434710?lang=zh_cn&edition=full","pubTime":"2026-03-25 10:39","pubTimestamp":1774406363,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中金发布研报称，由于原材料成本上涨，下调敏实集团2026年净利润6.4%至31.3亿元，首次引入2027年盈利预测38.5亿元。考虑27年公司新兴业务收入有望迎来高增，估值切换至2027年;公司当前股价对应10x 27E P/E，维持公司跑赢行业评级，上调目标价17%至45港元，对应12x 27E P/E，较当前有25%的上行空间。中金主要观点如下：2025年业绩符合该行预期2025年业绩：2H25营业收入134.5亿元，同比+11.6%/环比+9.5%;归母净利润14.9亿元，同比+14.2%/环比+17.0%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1418521.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00425"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2621805771","title":"大摩：维持敏实集团(00425)“增持”评级 目标价50港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2621805771","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621805771?lang=zh_cn&edition=full","pubTime":"2026-03-24 15:40","pubTimestamp":1774338002,"startTime":"0","endTime":"0","summary":"集团上调今年及明年机械人业务收入指引，由1亿元及5亿元，上调至5亿元及10亿元;AI相关业务收入指引由2亿元及8亿元，上调至3亿元及15亿元。","market":"sh","thumbnail":"https://img.zhitongcaijing.com/image/20260324/20260324153239_32159.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260324/20260324153239_32159.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1417970.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["00425"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1170131377","title":"异动解读 | 瑞银维持“买入”评级并看好电池外壳业务，敏实集团盘中大涨5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1170131377","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1170131377?lang=zh_cn&edition=full","pubTime":"2026-03-24 14:51","pubTimestamp":1774335089,"startTime":"0","endTime":"0","summary":"敏实集团(一百)(00425)今日盘中股价大幅上涨5.00%，引起了市场的广泛关注。消息面上，瑞银发布研报，虽然将敏实集团2026年至2027年盈利预测下调11%至12%，目标价由45.5港元下调至42.6港元，但维持“买入”评级。研报指出，公司去年收入及纯利均实现双位数增长，其中电池外壳订单交付强劲，该业务在2025年对收入和毛利的贡献占比分别达到29%及25%。瑞银相信，电池外壳业务在2026年仍将是公司的主要增长动力。市场分析认为，尽管目标价有所下调，但“买入”评级以及对核心增长业务的积极展望，增强了投资者对公司未来发展的信心，从而推动了股价在盘中的显著上扬。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["00425"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2621053000","title":"瑞银：降敏实集团(00425)目标价至42.6港元 评级“买入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2621053000","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621053000?lang=zh_cn&edition=full","pubTime":"2026-03-24 13:56","pubTimestamp":1774331804,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，瑞银发布研报称，将敏实集团(00425)2026年至2027年盈测下调11%至12%，其目标价由45.5港元下调至42.6港元，其评级为“买入”。敏实集团去年收入同比升11.2%至257亿元人民币，纯利同比升16.1%至27亿元人民币，单计下半年，其收入同比升11.6%至135亿元人民币，主要是强劲的电池外壳订单交付。集团末期息派0.764元，派息比率约30%，高于2024年的20%，尚未恢复至再之前40%水平。该行指，2025年电池外壳业务收入和毛利贡献占比分别达29%及25%，该行相信该业务板块在2026年仍将是敏实集团的主要增长动力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1417906.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"瑞银：降敏实集团(00425)目标价至42.6港元 评级“买入”","news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00425"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1118963129","title":"异动解读 | 业绩略逊预期遭瑞银降目标价，敏实集团盘中大跌5.78%","url":"https://stock-news.laohu8.com/highlight/detail?id=1118963129","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1118963129?lang=zh_cn&edition=full","pubTime":"2026-03-24 10:32","pubTimestamp":1774319565,"startTime":"0","endTime":"0","summary":"敏实集团(00425)今日盘中股价大跌5.78%，引起了市场的关注。消息面上，公司此前公布了2025年度业绩，虽然营业额及纯利均录得增长，但瑞银认为其下半年业绩略逊预期。因此，瑞银下调了公司今明两年的盈利预测，并将目标价由45.5港元降至42.6港元，此举被认为是导致股价承压下跌的主要原因。根据业绩公告，敏实集团2025年全年纯利为26.92亿元人民币，同比增长16.1%，并派发末期息每股0.764港元。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["00425"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1102591116","title":"敏实集团(一百)将于2026年06月26日派发末期股息每股0.764港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1102591116","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1102591116?lang=zh_cn&edition=full","pubTime":"2026-03-23 19:56","pubTimestamp":1774267008,"startTime":"0","endTime":"0","summary":"敏实集团(一百)(00425)于2026年3月23日发布公告，董事会宣派截至2025年12月31日止财政年度的末期股息每股0.764港元，须于2026年6月5日获得股东批准。\n除净日为2026年6月9日，股东需于2026年6月10日16:30前递交过户文件。公司将于2026年6月11日至2026年6月15日暂停办理股份过户登记，股息派发日定于2026年6月26日。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00425"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2621708116","title":"敏实集团(00425)将于6月26日派发末期股息每股0.764港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2621708116","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621708116?lang=zh_cn&edition=full","pubTime":"2026-03-23 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末期息每股0.764港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2621708908","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621708908?lang=zh_cn&edition=full","pubTime":"2026-03-23 19:51","pubTimestamp":1774266678,"startTime":"0","endTime":"0","summary":"智通财经APP讯，敏实集团 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