7月3日，敏实集团盘中上涨7.6%，报28.64港元，成交额6254.97万港元，延续前一交易日涨势。
消息面上，中信证券近日发布研报指出，液冷产业正从主题预期进入订单与业绩兑现阶段，将敏实集团列为推荐标的。公司管理层此前披露，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，交银国际近期首次覆盖敏实集团，给予"买入"评级及63.93港元目标价；瑞银亦将目标价上调至48港元，看好公司机器人及液冷业务动力。招商证券预计公司新兴业务（含人形机器人、AI液冷、eVTOL）收入将从约8亿元人民币快速增长至2030年的100亿元人民币。
（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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