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，电池外壳业务销售额2024至2026年预测按年增长41%、35%及25%，并将今明两年每股盈利预测分别下调0.7%及上调1.2%，以计及发展人形机器人业务的影响。
美银对敏实的目标价从19.4元上调至23.2元，看好新业务带来的更强收入增长前景，重申“买入”评级。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-21 16:25。)
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