敏实集团午后涨近10% 小摩给予“增持”评级

金融界
Oct 27

敏实集团午后涨近10%,截至发稿,股价上涨9.62%,现报34.94港元,成交额2.92亿港元。

摩根大通发布研报称,敏实集团已拓展至多个新兴领域,推出与现有汽车业务具高度协同效应的产品,包括AI液冷散热、人形机器人及电动垂直升降飞行器;预期即将举行的AI液冷及机器人生产线考察活动,可成为近期的股价催化剂

该行表示,将敏实集团目标价由40元升至70元,为市场最高,给予“增持”评级,将股份列为内地汽车零件行业的首选,并列入正面催化剂观察名单。该行认为股份目前被低估,并料集团进军新市场将推动估值重估。

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