《大行》瑞银降敏华(01999.HK)评级至“中性” 目标价上调至7.1元

阿斯达克财经05-27

瑞银发表研报指，受大市整体情绪改善、美国降息预期、中国房地产支持政策，以及2024财年业绩超出预期所带动，敏华(01999.HK) 的股价自2月中旬起已累计反弹超过50%，然而其基本面并非不存在任何挑战，其中美国市场渠道重新补货后，在库存水平方面不再具优势，同时需求依然低迷；而同时国内市场方面，居民消费水平下降及竞争加剧，均为产品平均售价及利润率带来压力。瑞银指，敏华现价对应2025财年预测市盈率...

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