智通财经APP获悉，招商证券发布研报称，将敏实集团(00425)目标价由21港元上调至34港元，为公司历史平均估值，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，维持2024至2026财年净利润预测不变。
招商证券指，据公司管理层，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。
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