On May 26, Minth Group rose 5.54% in regular trading, trading at 40.7 HKD/share, with trading volume of 115 million HKD. The surge was driven by growing market expectations for the company's multi-track expansion from traditional auto parts into robotics and AI energy sectors.

On the catalyst front, a subsidiary of the company secured a Taiwan-based AI server immersion liquid cooling cabinet order, while multiple brokerages issued buy ratings with target prices above 70 HKD. The stock currently trades at approximately 15x PE. Earlier this month, the company announced its entry into the semiconductor-scenario robotics field, building on its February partnership with Leaderdrive for robot joint module development targeting the North American core components market, with potential to supply leading clients such as Tesla and Figure AI. Management has projected the robotics business to contribute 500 million RMB in sales this year, encompassing both component sales and robot assembly.

Minth Group is a global auto parts manufacturer primarily engaged in R&D, production, and sales of automotive components including metal trims, plastic parts, aluminum products, battery enclosures, and intelligent exterior components, with operations across Asia-Pacific, North America, and Europe.

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