金吾财讯 | 敏实集团(00425)延续升势，截至发稿，涨13.18%，报38.64港元，成交额3.33亿港元。国盛证券指出，敏实依托汽车制造领域的工艺与产能积淀，积极切入人形机器人、液冷、低空经济等新兴赛道。人形机器人领域，敏实与智元机器人签订战略合作协议，联合开发关节模组、电子皮肤等部件，已完成小批量交样并在内部工厂搭建示范产线；AI服务器液冷业务获台湾头部厂商订单，切入全球半导体企业供应链，与福曼科技合资建厂，2025年底将具备大批量生产能力。该行认为，敏实的新兴业务与主业技术协同性强，商业化进展持续落地，打开了公司长期成长空间。
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