5月26日，敏实集团盘中上涨5.54%，报40.76港元，成交额1.14亿港元。
消息面上，公司近期多项新业务进展密集释放。机器人方面，公司作为智元核心供应商，已与绿的谐波合作机器人关节模块，卡位北美核心部件赛道，有望配套特斯拉Optimus及Figure AI等龙头客户，管理层预计机器人业务今年将贡献5亿元人民币销售额。此外，公司附属获得台湾AI服务器浸没式液冷柜订单，多家券商给予买入评级，目标价在70港元上方，当前市盈率约15倍，市场对公司从传统汽车零部件向机器人、AI能源多赛道拓展的估值重估预期持续升温。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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