瑞银发表研究报告指出,敏实集团(00425.HK) 与绿的谐波签订框架协议,将在美国成立合资公司,从事人形机器人关节模组在北美地区的设计、制造与商业化业务。根据协议,敏实旗下加州公司预计持有合资公司60%权益。敏实相信,核心部件供应逐步实现本地化,对其人形机器人业务在北美市场的可持续发展至关重要。由于敏实在人形机器人及AI服务器液冷业务的进展优于该行先前预期,瑞银将2026至2030年盈利预测上调...
Source Link瑞银发表研究报告指出,敏实集团(00425.HK) 与绿的谐波签订框架协议,将在美国成立合资公司,从事人形机器人关节模组在北美地区的设计、制造与商业化业务。根据协议,敏实旗下加州公司预计持有合资公司60%权益。敏实相信,核心部件供应逐步实现本地化,对其人形机器人业务在北美市场的可持续发展至关重要。由于敏实在人形机器人及AI服务器液冷业务的进展优于该行先前预期,瑞银将2026至2030年盈利预测上调...
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