《大行》招商证券升敏实(00425.HK)目标价至34元 切入人形机器人新赛道

阿斯达克财经
Feb 25, 2025

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...

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