港股异动 | 敏华控股(01999)跌超6% 机构指关税短期或对公司北美毛利率产生一定扰动

智通财经2025-02-28

智通财经APP获悉，敏华控股(01999)跌超6%，截至发稿，跌6.29%，报4.62港元，成交额6302.24万港元。消息面上，美方威胁将于3月4日起以芬太尼为由对中国输美产品再加征10%关税。今年2月，美国对中国进口商品加征10%的关税已经生效。里昂此前研报指出，考虑到美国关税风险以及美国和内地较弱的住宅销售展望，将目标市盈率由8倍降至7.5倍，股息收益率预计达7%。西部证券此前指出，市场担心...

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