敏实集团(00425)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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00425 敏实集团

午间休市 02-13 12:05:00

43.340

+1.000

+2.36%

最高43.880	最低42.200	成交量573.34万
今开42.400	昨收42.340	日振幅3.97%
总市值507.51亿	流通市值507.51亿	总股本11.71亿
成交额2.47亿	换手率0.49%	流通股本11.71亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）

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10:10","pubTimestamp":1770948601,"startTime":"0","endTime":"0","summary":"消息面上，2月13日，工信部公开征求《智能网联汽车 自动驾驶系统安全要求》等五项强制性国家标准。此外，上海市智能网联汽车测试与示范推进工作小组近日编制发布《上海市智能网联汽车发展报告》。截至去年年底，全市累计开放3173条5238.82公里自动驾驶测试道路。信达证券指出，当前国内关于智能网联汽车的法规持续完善，行业发展环境逐步规范化。同时自主品牌加快智驾技术研发，行业智驾渗透率持续提升。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1405000.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1589","VT","02431","BK4588","BK1509","BK4585","VXUS","00425","BK1144","LU0227179875.USD","01057","01316"],"gpt_icon":0},{"id":"2610692536","title":"智通港股解盘 | 算力租赁涨价来袭 缺电叙事持续演绎各种机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2610692536","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610692536?lang=zh_cn&edition=full","pubTime":"2026-02-12 20:20","pubTimestamp":1770898830,"startTime":"0","endTime":"0","summary":"当地时间2月11日，特朗普政府机构公开挑拨，称秘鲁正在失去对中企控股的钱凯港的主权。对此，钱凯港运营公司驳斥说，秘鲁主权从未受到影响。可见，局部各种摩擦不断。大模型持续密集发布，2月11日已经有报道称，DeepSeek更新新模型，支持最高1M百万Token上下文长度。算力租赁涨价来袭：优刻得发布公告称，自2026年3月1日起，对所有续签及新签用户的全线云产品与服务实施价格上浮调整。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1404824.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1183","BK1144","LU2460026573.USD","BK4585","BK1171","VXUS","01686","BK1134","02577","VT","00317","BK1163","BK1509","00425","BK1589","01651","BK4588"],"gpt_icon":1},{"id":"2610241919","title":"港股敏实集团涨近5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610241919","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610241919?lang=zh_cn&edition=full","pubTime":"2026-02-12 14:39","pubTimestamp":1770878350,"startTime":"0","endTime":"0","summary":"每经AI快讯，2月12日，敏实集团(00425.HK)涨近5%，截至发稿涨4.22%，报42港元，成交额2.21亿港元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202602123649108355.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202602123649108355.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["VXUS","00425","BK1144","BK1509","VT","BK1589","BK4585","BK4588"],"gpt_icon":0},{"id":"2610791981","title":"敏实集团午后涨超4% 华泰证券维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2610791981","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610791981?lang=zh_cn&edition=full","pubTime":"2026-02-12 14:32","pubTimestamp":1770877920,"startTime":"0","endTime":"0","summary":"　　敏实集团盘中涨近5%，截至发稿，股价上涨4.22%，现报42港元，成交额2.24亿港元。　　敏实集团近日宣布，与绿的谐波签订框架协议，拟在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。　　华泰证券发表报告称，展望后续，敏实集团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、多点开花，有望打开公司中长期成长上限。维持“买入”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-02-12/doc-inhmpusf9778762.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["00425"],"gpt_icon":0},{"id":"2610991570","title":"港股异动 | 敏实集团(00425)再涨近5% 携手绿的谐波布局北美 开展人形机器人关节模组业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2610991570","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610991570?lang=zh_cn&edition=full","pubTime":"2026-02-12 14:25","pubTimestamp":1770877501,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，敏实集团(00425)再涨近5%，截至发稿，涨4.22%，报42港元，成交额2.21亿港元。消息面上，敏实集团近日宣布，与绿的谐波签订框架协议，拟在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。据悉，敏实已于2025年12月与某头部机器人公司签署欧洲战略合作协议，布局整机代工及零部件供应。华泰证券发表报告称，展望后续，敏实集团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、多点开花，有望打开公司中长期成长上限。维持“买入”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1404587.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1144","BK1509","00425","BK1589","VXUS","688017","BK0259","BK4588","BK4585","VT"],"gpt_icon":0},{"id":"2610012926","title":"大行评级丨花旗：对敏实集团开展90日上行催化剂观察，目标价46港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2610012926","media":"中金财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610012926?lang=zh_cn&edition=full","pubTime":"2026-02-11 11:27","pubTimestamp":1770780421,"startTime":"0","endTime":"0","summary":"花旗发表研报指，敏实集团宣布将与株式会社爱信及丰田通商共同成立合资公司，拓展铝制车身骨架部件生产业务，当中敏实、爱信及丰田将分别于合资公司持股40%、40%及20%，预期此举将增强北美市场供应链能力，可应对当地日益增长的汽车电动化及轻量化技术需求。\r\n\r\n　　花旗认为，此战略合作将令敏实来自丰田及该地区其他日本汽车制造商的订单显著增长，考虑到海外车企通常有较长的汽车研发周期，估计合资公司要到明年底才开始大规模生产，预测订单潜在价值介乎2亿至3亿美元。花旗重申对敏实的“买入”评级，并对其开展为期90日的上行催化剂观察，目标价为46港元，对应2026年预测市盈率约15倍。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260211/32011795.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["00425"],"gpt_icon":0},{"id":"2610601805","title":"研报掘金丨华泰证券：上调敏实集团目标价至49.71港元，新业务有望打开中长期增长上限","url":"https://stock-news.laohu8.com/highlight/detail?id=2610601805","media":"和讯基金","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610601805?lang=zh_cn&edition=full","pubTime":"2026-02-11 10:57","pubTimestamp":1770778641,"startTime":"0","endTime":"0","summary":"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、多点开花，有望打开公司中长期增长上限。该行维持此前对敏实的盈利预测不变，预计2025至2027年营收分别为278亿、320亿及369亿元，净利润分别为28.5亿、34.3亿及40.7亿元。该行对敏实的港股目标价由40.28港元上调至49.71港元，维持“买入”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211110256a6ecf842&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211110256a6ecf842&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["00425"],"gpt_icon":0},{"id":"2610601815","title":"敏实集团拟成立美国机器人合资公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2610601815","media":"华泰证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610601815?lang=zh_cn&edition=full","pubTime":"2026-02-11 09:14","pubTimestamp":1770772458,"startTime":"0","endTime":"0","summary":"2026年2月9日，公司与 绿的谐波 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月与某头部机器人公司签署欧洲战略合作协议，布局整机代工及零部件供应。携手绿的谐波布局北美，机器人合作再落地公司机器人业务全球化布局加速落地。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211094050a495b366&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211094050a495b366&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1589","00425","BK1509","BK1144"],"gpt_icon":0},{"id":"2610102676","title":"敏实集团(00425)拟成立生产铝制车身骨架部件的合资公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2610102676","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610102676?lang=zh_cn&edition=full","pubTime":"2026-02-10 17:07","pubTimestamp":1770714424,"startTime":"0","endTime":"0","summary":"智通财经APP讯，敏实集团 发布公告，本集团与株式会社爱信及丰田通商同意成立一间合资公司以生产铝制车身骨架部件。预期合资公司将命名为ATM Automotive，其成立旨在加强北美市场汽车铝制车身骨架部件的供应体系。ATM Automotive计划将由加拿大敏实、株式会社爱信及丰田通商分别持有40%、 40%及20%的股权。随着电动化及轻量化技术的发展，预计市场对铝制车身骨架部件的需求将稳步增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1403697.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1509","BK1144","00425","BK1589"],"gpt_icon":0},{"id":"2610418406","title":"每日卖空追踪 | 敏实集团 02月10日卖空量成交39.8万股，卖空比例为6.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610418406","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610418406?lang=zh_cn&edition=full","pubTime":"2026-02-10 16:30","pubTimestamp":1770712213,"startTime":"0","endTime":"0","summary":"敏实集团北京时间02月10日，涨0.8%，卖空量成交39.8万股，较上一交易日减少52.28%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210163110a492b699&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210163110a492b699&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["00425","BK1509","BK1589","BK1144"],"gpt_icon":0},{"id":"2610382601","title":"敏实集团02月10日获主力加仓1063.3万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2610382601","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610382601?lang=zh_cn&edition=full","pubTime":"2026-02-10 16:15","pubTimestamp":1770711352,"startTime":"0","endTime":"0","summary":"02月10日, 敏实集团股价涨0.80%，报收40.16元，成交金额2.7亿元，换手率0.56%，振幅3.21%，量比1.22。敏实集团今日主力资金净流入1063.3万元，连续4日净流入，上一交易日主力净流入312.9万元。近一年数据显示，该股主力连续4日净流入后，次日上涨概率为72.73%，平均涨幅为2.81%。该股近5个交易日上涨9.47%，主力资金累计净流入1335.4万元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入1.3亿元，其中净流入天数为12日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210162034a6e99b86&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210162034a6e99b86&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1589","00425","BK1144","BK1509"],"gpt_icon":0},{"id":"2610690779","title":"小摩：降福耀玻璃(03606)评级至“中性” 行业首选敏实集团(00425)","url":"https://stock-news.laohu8.com/highlight/detail?id=2610690779","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610690779?lang=zh_cn&edition=full","pubTime":"2026-02-10 13:48","pubTimestamp":1770702525,"startTime":"0","endTime":"0","summary":"敏实集团仍是该行的首选标的，也是中国汽车零件领域中唯一维持“增持”评级的股票。在汽车零件领域之外，该行看好电池供应链，因其在储能系统领域的高度业务覆盖，其中宁德时代与恩捷股份维持“增持”评级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1403573.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0015","LU1655091616.SGD","LU0456827905.SGD","LU0067412154.USD","LU0269904917.USD","LU0516423174.USD","SGXZ49509284.SGD","BK1144","LU1960683339.HKD","BK1610","LU1242518931.SGD","LU2362541513.USD","BK1554","LU0979878070.USD","LU0516422440.USD","BK0187","03606","BK0235","LU0509642566.USD","LU2242644610.SGD","LU0516422366.SGD","BK0188","LU1785774172.SGD","LU0516423091.SGD","LU1993786604.SGD","LU0051755006.USD","LU2362540622.SGD","BK1594","LU1146622755.USD","BK1589","LU0455707207.USD","LU2213484517.USD","00425","BK1583","LU1152091168.USD","LU1064130708.USD","BK0175","LU1064131003.USD","BK0183","LU0072462343.USD","LU2362541273.HKD","IE00B031HY20.USD","LU1807302812.USD","600660","LU0972618739.USD","BK0196","LU1580142542.USD","BK1116","LU0828238088.HKD","LU1781817850.SGD","LU2148510915.USD","IE0008368742.USD","LU0502904849.HKD","LU1048588211.SGD","IE0034224299.USD","LU0880133367.SGD","LU0572944931.SGD","LU0516422952.EUR","BK0028","SGXZ81163826.USD","LU1008478684.HKD","LU1152091754.HKD","IE0008369823.USD","LU1242518857.USD","LU1820825898.SGD","LU0327786744.USD","BK1509"],"gpt_icon":0},{"id":"2610995206","title":"瑞银：看好敏实集团(00425)机器人业务布局 目标价升至45.5港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2610995206","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610995206?lang=zh_cn&edition=full","pubTime":"2026-02-10 10:34","pubTimestamp":1770690862,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，瑞银发表研究报告指出，由于敏实集团(00425)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，将2026至2030年盈利预测上调1%至3%，并将中期盈利增长率预测从7%上调至8%。该行将目标价从40.2港元上调至45.5港元，维持“买入”评级。敏实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。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1403517.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00425"],"gpt_icon":0},{"id":"2610612511","title":"敏实集团上涨，机构看好公司AI服务器液冷或人形机器人业务潜在上升空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2610612511","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610612511?lang=zh_cn&edition=full","pubTime":"2026-02-10 09:48","pubTimestamp":1770688080,"startTime":"0","endTime":"0","summary":"敏实集团涨近3%，截至发稿，涨2.61%，报40.88港元，成交额3185.78万港元。但敏实集团仍是该行的首选标的，这主要基于其在欧盟电动车市场的强劲布局与业务占比，以及目前具吸引力的估值水平——当前估值尚未充分反映其在AI服务器液冷或人形机器人业务机会上的潜在上升空间。瑞银表示，由于敏实集团在人形机器人及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1%至3%，并将中期盈利增长率预测从7%上调至8%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210141645a6e92180&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210141645a6e92180&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1589","BK1144","BK1509","00425"],"gpt_icon":0},{"id":"2610693900","title":"花旗：重申敏实集团(00425)“买入”评级 列90日内潜在上涨催化剂观察名单","url":"https://stock-news.laohu8.com/highlight/detail?id=2610693900","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610693900?lang=zh_cn&edition=full","pubTime":"2026-02-10 09:15","pubTimestamp":1770686138,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，花旗发布研报称，敏实集团(00425)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。花旗重申对敏实的“买入”评级；目标价46港元；并列入90日内潜在上涨催化剂观察名单。 花旗认为，上述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；并预计合资企业将于今年下半年正式成立，届时公司应会提供关于营收与产量前景的进一步细节。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1403470.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"花旗：重申敏实集团(00425)“买入”评级 列90日内潜在上涨催化剂观察名单","news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00425"],"gpt_icon":0},{"id":"2610553256","title":"每日卖空追踪 | 敏实集团 02月09日卖空量成交52.2万股，卖空比例为5.89%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610553256","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610553256?lang=zh_cn&edition=full","pubTime":"2026-02-09 16:30","pubTimestamp":1770625812,"startTime":"0","endTime":"0","summary":"敏实集团北京时间02月09日，涨7.5%，卖空量成交52.2万股，较上一交易日减少24.57%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260209163430a6e54bc6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260209163430a6e54bc6&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1144","BK1509","00425","BK1589"],"gpt_icon":0},{"id":"2610501681","title":"港股异动 | 敏实集团(00425)早盘涨超9% 公司与绿的谐波签署人形机器人合资框架协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2610501681","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610501681?lang=zh_cn&edition=full","pubTime":"2026-02-09 09:32","pubTimestamp":1770600768,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，敏实集团(00425)早盘涨超9%，截至发稿，涨6.31%，报39.4港元，成交额2870.41万港元。消息面上，敏实集团公告，集团已与绿的谐波就拟于美国成立合资公司的主要条款达成框架协议，该合资公司将致力于在北美开展人形机器人关节模块总成的设计、制造及商业化拓展。预期加州敏实与绿的谐波将分别持有合资公司60%及40%的股权。根据框架协议，集团将与绿的谐波携手加速北美市场的拓展。依托集团的全球资源与平台以及绿的谐波在传动领域方面的技术专长，双方致力于通过优势互补深化在人形机器人关节模组领域的合作，实现产业联动及互利共赢，从而为双方开辟新的收入来源。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1402970.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1144","688017","VXUS","BK0259","00425","BK1589","BK1509","BK4588","VT","BK4585"],"gpt_icon":0},{"id":"2610655316","title":"敏实集团盘中异动 早盘股价大涨7.39%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610655316","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610655316?lang=zh_cn&edition=full","pubTime":"2026-02-09 09:30","pubTimestamp":1770600606,"startTime":"0","endTime":"0","summary":"2026年02月09日早盘09时30分，敏实集团股票出现波动，股价快速上涨7.39%。截至发稿，该股报39.800港元/股，成交量22.4万股，换手率0.02%，振幅2.48%。资金方面，该股资金流入396.232万港元，流出15.8万港元。敏实集团股票所在的汽车零件行业中，整体涨幅为0.48%。其相关个股中，敏实集团、耐世特、德昌电机控股涨幅较大，振幅较大的相关个股有敏实集团、耐世特、京西国际，振幅分别为2.48%、1.49%、1.41%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260209093006a6e3c62b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260209093006a6e3c62b&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1144","BK1589","BK1509","00425"],"gpt_icon":0},{"id":"2610505621","title":"敏实集团(00425)拟与绿的谐波于美国成立合资公司 开展人形机器人关节模组总成的设计、制造及商业化拓展","url":"https://stock-news.laohu8.com/highlight/detail?id=2610505621","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610505621?lang=zh_cn&edition=full","pubTime":"2026-02-09 07:48","pubTimestamp":1770594485,"startTime":"0","endTime":"0","summary":"智通财经APP讯，敏实集团 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