瑞银发表研究报告指，敏实集团(00425.HK) 管理层在亚洲投资会议2026上透露，电池盒业务预计2026财年收入按年增长超过20%，仍然是汽车零部件业务的主要增长动力。不过，铝及塑料等原材料价格上涨可能会对毛利率造成压力。管理层预期，2026财年机器人业务收入目标为5亿元人民币，当中约1亿元来自零部件(主要包括结构件、关节模组、外壳及电子皮肤)，其余来自整机合同制造，目前客户主要以国内为主，...
Source Link瑞银发表研究报告指，敏实集团(00425.HK) 管理层在亚洲投资会议2026上透露，电池盒业务预计2026财年收入按年增长超过20%，仍然是汽车零部件业务的主要增长动力。不过，铝及塑料等原材料价格上涨可能会对毛利率造成压力。管理层预期，2026财年机器人业务收入目标为5亿元人民币，当中约1亿元来自零部件(主要包括结构件、关节模组、外壳及电子皮肤)，其余来自整机合同制造，目前客户主要以国内为主，...
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