招商证券发表报告指，根据敏实(00425.HK) 管理层，公司已经开始全面布局新型业务赛道，在人形机器人方面，公司切入人形机器人产业链，在结构件、关节、智能皮肤、面罩等业务获得突破，肢体结构件已有60-70套送样，关节处于打样阶段，智能表面机电子皮肤处于做方案阶段。低空VTOL(垂直起降)飞行器产品方面，产品有机身、舱门系统，已有多个客户，价值量大。另外，董事长秦荣华董事长投资马斯克成立的人工智能公司xAI约1,000万美元。公司亦成立敏实研究院，以此聚焦新赛道发展。
招商证券维持敏实2024至2026财年净利润预测不变，目标价由21元上调至34元，相当于14倍2025财年市盈率，给予公司历史平均估值，而此前因取消分红以及潜在美国贸易保护政策影响被严重低估。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-24 16:25。)
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