敏实集团新兴业务进展顺利

国投证券国际
Feb 13

新兴业务进展顺利敏实集团与 绿的谐波 计划在美国成立合资公司,开展人形 机器人 关节模组总成业务。我们认为敏实集团新兴业务进展顺利,2026年将是其新兴业务商业化落地的元年,未来想象空间巨大。我们以2026年18倍PE为估值参考,目标价59港元,买入评级。报告摘要机器人业务深化布局,成立合资公司。2026年2月9日公告,敏实集团与绿的谐波签订框架协议,拟于美国成立合资公司(敏实60%/绿的40%,...

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