Hong Kong Stock Moves: MINTH GROUP (00425) Drops Over 3% Despite Analyst View That Aluminum Price Rise Has Limited Impact on Margins, Battery Case Business Expected to Drive Overall Revenue Growth

Stock News07-28

MINTH GROUP (00425) saw its shares fall more than 3%, trading at HK$26.68 at the time of writing, with a turnover of HK$53.44 million.

Deutsche Bank published a research report noting that despite rising raw material prices such as aluminum, historical performance shows MINTH GROUP has the ability to manage the impact of raw material price fluctuations. During the period of rising aluminum prices from 2020 to 2022, the gross margin of the company's aluminum business still increased from 32.6% to 34%. Management also expects the recent rise in aluminum prices to have a limited impact on the overall gross margin in 2026.

The bank further indicated that the European new energy vehicle market performed strongly in the first half of the year, with new car registrations in Europe up over 6% year-on-year, and pure electric vehicles surging by 35% year-on-year. Considering that the majority of MINTH GROUP's customers are European car manufacturers, the bank expects its aluminum battery case business to be highly correlated with the European electrification trend. As new energy vehicle sales in Europe grow, the bank estimates that MINTH GROUP's battery case business revenue in the first half of the year could increase by 33% year-on-year, driving overall revenue growth of 9% year-on-year.

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During the period of rising aluminum prices from 2020 to 2022, the gross margin of the company's aluminum business still increased from 32.6% to 34%. Management also expects the recent rise in aluminum prices to have a limited impact on the overall gross margin in 2026.<br><br>The bank further indicated that the European new energy vehicle market performed strongly in the first half of the year, with new car registrations in Europe up over 6% year-on-year, and pure electric vehicles surging by 35% year-on-year. Considering that the majority of <b>MINTH GROUP</b>'s customers are European car manufacturers, the bank expects its aluminum battery case business to be highly correlated with the European electrification trend. As new energy vehicle sales in Europe grow, the bank estimates that <b>MINTH GROUP</b>'s battery case business revenue in the first half of the year could increase by 33% year-on-year, driving overall revenue growth of 9% year-on-year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"159796","symbol_name":"电池","start_time":0,"source_url":"","article_id":"1169383140","we_media_id":"1036600163","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1169383140","pubTimestamp":1785223457,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Stock News","introduction":"Global Stock News First-Time Broadcast","home_visible":1,"id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"summary":"MINTH GROUP (00425) saw its shares fall more than 3%, trading at HK$26.68 at the time of writing, with a turnover of HK$53.44 million.Deutsche Bank published a research report noting that despite...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"159796":"电池","XLBI":"The Materials Select Sector SPDR Premium Income Fund","KCAI":"KraneShares China Alpha Index ETF","RJZ":"ELEMENTS Linked to the Rogers International Commodity Index - Metals Total Return","00425":"敏实集团","BCIM":"abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF","BK1589":"北水核心资产","XLBX":"Corgi U.S. Materials 2x Daily ETF","ISTM":"iShares Strategic Metals ETF","PYZ":"Invesco Dorsey Wright Basic Materials Momentum ETF","BK4588":"碎股","BK4585":"ETF&股票定投概念","VXUS":"国际股票ETF-Vanguard","BK1144":"机动车零配件与设备","VAW":"Vanguard Materials ETF","BK1509":"特斯拉概念股"},"translate_title":"港股走势：敏实集团（00425）跌超3%，尽管分析师认为铝价上涨对利润率影响有限，电池外壳业务预计将推动整体收入增长","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159796":1,"ISTM":1,"XLBX":1,"00425":1,"RJZ":1,"PYZ":1,"XLBI":1,"BCIM":1,"VAW":1,"VXUS":1,"KCAI":1},"content_text":"MINTH GROUP (00425) saw its shares fall more than 3%, trading at HK$26.68 at the time of writing, with a turnover of HK$53.44 million.Deutsche Bank published a research report noting that despite rising raw material prices such as aluminum, historical performance shows MINTH GROUP has the ability to manage the impact of raw material price fluctuations. 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