$MINTH GROUP(00425)$ 基于行业回暖预期，

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$MINTH GROUP(00425)$ 基于行业回暖预期，看好敏华集团（0425.HK）作为功能沙发龙头企业的复苏弹性与长期价值。核心逻辑如下：1）地产政策支持与消费复苏有望带动家居需求改善，公司将凭借“芝华仕”的强势品牌与渠道优势率先受益；2）主业护城河深厚，并持续拓展床具等新品类，打造增长第二曲线；3）当前财务健康、股息具吸引力，估值处于历史低位，已较充分反映悲观预期，具备较高的安全边际与修复空间。

00425

03-04 15:32

HKMINTH GROUP

Side	Price \| Filled	Realized P&L
Buy Open	39.16 1,500	-1.88% Holding

MINTH GROUP

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BartonBecky
·03-05 11:24
敏华这波稳了，品牌护城河深，估值修复空间大！
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