智通财经APP获悉，敏实集团(00425)涨超5%，截至发稿，涨7.90%，报33.6港元，成交额5.17亿港元。
中信建投表示，公司凭借全球领先的新能源电池盒业务和智能外饰系统的技术优势，有望持续受益于汽车电动化、智能化转型趋势。海外产能布局完善将充分把握中国车企出海机遇，国内业务结构优化助力盈利质量提升。预计2025-2026年公司业绩将保持稳健增长，实现归母净利润26.60/29.43亿元，对应PE 13.94/12.60 倍，给予"买入"评级。
申万宏源指出，在TMT领涨之后，以科技为驱动的板块都有望跟涨，包含机器人、低空经济等。国内机器人产业链相关标的以“新”+“产业积累”的优秀公司为主，建议关注敏实集团。推荐具备强业绩增长、机器人布局，或海外拓展能力的零部件企业。
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