CMSC released a research report stating that MINTH GROUP's (00425) first-half net profit reached RMB 1.28 billion, representing a 19.5% year-over-year increase and 2% quarter-over-quarter growth. The results met market expectations while exceeding the firm's projections, with performance benefiting from cost reduction initiatives and economies of scale. The company is also strategically positioning itself in promising new sectors including humanoid robots, low-altitude economy, and AI liquid cooling.

The report noted that given the company's outstanding cost reduction capabilities, net profit forecasts for fiscal years 2025-2027 have been raised by 4%, 3%, and 3% respectively. With the valuation base period shifted to fiscal 2026, the target price has been upgraded to HK$42, equivalent to 14 times 2026 price-to-earnings ratio, representing the company's historical average valuation.

Since the firm's first-quarter report highlighted the acceleration of value reappraisal through new sector transitions, the stock price has nearly doubled. However, investors are advised to remain cautious of short-term profit-taking risks.