异动解读|敏实集团盘中上涨5.53%,液冷产业进入订单兑现阶段获机构推荐

行情直击
Jul 02

7月2日,敏实集团盘中上涨5.53%,报27.86港元,成交额3290.32万港元。

消息面上,中信证券当日发布研报指出,液冷产业正从主题预期进入订单与业绩兑现阶段,建议沿代工链业绩弹性、自主品牌认证突破、横向新品类放量三条主线把握机会,并将敏实集团列为推荐标的。此前多家机构看好公司液冷业务前景,管理层披露分流管及液冷箱已于去年底开始付运,液冷板及冷却液分配装置等新产品将于今年下半年付运。此外,交银国际近日首次覆盖敏实集团,给予"买入"评级及63.93港元目标价。

(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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