MINTH GROUP (00425) surged over 5%, rising 7.90% to HK$33.6 as of press time, with trading volume reaching HK$517 million.

CITIC Securities noted that the company, leveraging its globally leading new energy battery case business and technological advantages in intelligent exterior systems, is well-positioned to continuously benefit from the automotive industry's electrification and intelligentization transformation trends. The comprehensive overseas capacity layout will fully capitalize on opportunities from Chinese automakers' global expansion, while domestic business structure optimization will help improve profitability quality. The firm projects the company's performance will maintain steady growth in 2025-2026, achieving net profit attributable to shareholders of RMB 2.66 billion and RMB 2.943 billion respectively, corresponding to PE ratios of 13.94x and 12.60x, maintaining a "Buy" rating.

Shenwan Hongyuan Securities pointed out that following TMT's leadership, technology-driven sectors are expected to follow suit, including robotics and low-altitude economy. Domestic robotics industry chain related targets primarily focus on excellent companies with "innovation" plus "industrial accumulation," recommending attention to MINTH GROUP. The firm recommends component companies with strong performance growth, robotics deployment, or overseas expansion capabilities.