《大行》美银证券升敏实集团(00425.HK)目标价至23.2元 人形机器人组件2026年起可贡献销售

阿斯达克财经
Feb 24, 2025

美银证券发表研报指,敏实集团(00425.HK) 据报已设立人形机器人业务分部,并已取得一定进展,据指公司已发出机械手臂结构件样品,供客户进行测试,并将与客户共同开发执行器系统解决方案及电子皮肤解决方案,预测人形机器人部件业务2026年起可为销售额带来贡献。美银对敏实2024至2026年盈利预测为按年增长17%、19%及18%,预期电池外壳销售增长会于今明两年为集团盈利提供稳健支持,电池外壳业务...

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