《大行》花旗重申敏实(00425.HK)“买入”评级 列90日内潜在上涨催化剂观察名单

阿斯达克财经
Feb 09

花旗研报指,敏实集团(00425.HK) 宣布与绿的谐波(688017.SH) 达成框架协议,拟在美国成立一家合资企业,从事人形机器人关节模组组装业务。敏实的全资子公司敏加州敏实将持有合资企业60%的股权,而绿的谐波则保留40%的股权。花旗认为,此合作旨在策略性结合敏实在本地生产和机器人/零件制造方面的优势,及绿的谐波在减速器领域的技术领导地位;料合作将大幅提升来自美国人形机器人制造商的订单量;并...

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