智通财经APP获悉，敏华控股(01999)早盘再涨超5%，截至发稿，涨2.7%，报9.9港元，成交额908.94万港元。
消息面上，大和此前发布研究报告称，该行与公司主席进行了业务更新会议指出，虽然由于疫情影响，今年第一季国内销售环境仍然艰难，但公司将利用被压抑的家具需求，计划在2024财年大幅加快开设新店的速度。随着对房地产业的支持力度越来越大，该行相信敏华的股价也将受惠。
美银证券则预期，稳定出台支持政策及防控政策优化将支持软装行业今年内进行价值重估，同时欧美的潜在去库存拐点，可能亦会推动出口复苏，看好具有股价上升潜力的龙头企业将获估值溢价。
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