华泰证券发表报告指,敏实集团(00425.HK) 早前与绿的谐波(688017.SH) 签订框架协议,拟于美国成立合资公司开展人形机器人关节模组业务,机器人业务全球化布局再落地。此前公司已于2025年12月与某龙头机器人公司签署欧洲战略合作协议,布局整机代工及零件供应。展望后续,该行认为敏实传统业务有望保持稳健增长,电池盒业务全球范围加速放量,机器人/ AI液冷/ 低空经济等战略新业务前瞻布局、...
Source Link华泰证券发表报告指,敏实集团(00425.HK) 早前与绿的谐波(688017.SH) 签订框架协议,拟于美国成立合资公司开展人形机器人关节模组业务,机器人业务全球化布局再落地。此前公司已于2025年12月与某龙头机器人公司签署欧洲战略合作协议,布局整机代工及零件供应。展望后续,该行认为敏实传统业务有望保持稳健增长,电池盒业务全球范围加速放量,机器人/ AI液冷/ 低空经济等战略新业务前瞻布局、...
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