敏实集团:产能周期视角下经营拐点向上 机器人打开第二增长极

天风证券
20 Jun

公司概况:全球化汽车零部件龙头,业务多元布局敏实集团是全球领先的汽车外饰件及车身结构件供应商,业务覆盖全球 14个国家,拥有77 家工厂及4 大产品线(塑件、铝件、金属饰条、电池盒),客户包括宝马、奔驰、特斯拉等70 余个汽车品牌。公司历经三大发展阶段:初创培育期(金属饰条等传统业务起步)、轻量化转型与全球化布局期(铝件业务拓展)、创新发展期(电池盒、智能外饰等新兴业务突破),2020 年重组为...

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