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00425 敏实集团
已收盘 02-25 16:08:35
42.220
-0.780
-1.81%
最高
44.300
最低
41.200
成交量
785.10万
今开
43.000
昨收
43.000
日振幅
7.21%
总市值
494.40亿
流通市值
494.40亿
总股本
11.71亿
成交额
3.30亿
换手率
0.67%
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
--
分时
五日
日K
周K
月K
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)
资讯
新帖
简况
智元宣布进入德国市场,联和敏实集团推进机器人本地化生产
新浪科技 · 12:24
智元宣布进入德国市场,联和敏实集团推进机器人本地化生产
大摩:升敏实集团(00425)目标价至50港元 看好人形机器人及液冷业务推动收入增长
智通财经 · 11:37
大摩:升敏实集团(00425)目标价至50港元 看好人形机器人及液冷业务推动收入增长
敏实集团盘中异动 快速下跌5.23%
市场透视 · 02-24 09:35
敏实集团盘中异动 快速下跌5.23%
每日卖空追踪 | 敏实集团 02月16日卖空量成交41.4万股,卖空比例为17.96%
市场透视 · 02-16
每日卖空追踪 | 敏实集团 02月16日卖空量成交41.4万股,卖空比例为17.96%
敏实集团02月16日主力净流入329.5万元 散户资金抛售
市场透视 · 02-16
敏实集团02月16日主力净流入329.5万元 散户资金抛售
【券商聚焦】长江证券维持敏实集团“买入”评级 指北美合作落地驱动多维成长
金吾财讯 · 02-16
【券商聚焦】长江证券维持敏实集团“买入”评级 指北美合作落地驱动多维成长
每日卖空追踪 | 敏实集团 02月13日卖空量成交132万股,卖空比例为14.54%
市场透视 · 02-13
每日卖空追踪 | 敏实集团 02月13日卖空量成交132万股,卖空比例为14.54%
敏实集团新兴业务进展顺利
国投证券国际 · 02-13
敏实集团新兴业务进展顺利
港股异动 | 部分智驾概念股早盘走高 智能网联汽车法规持续完善 机构指行业发展环境逐步规范化
智通财经 · 02-13
港股异动 | 部分智驾概念股早盘走高 智能网联汽车法规持续完善 机构指行业发展环境逐步规范化
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
智通财经 · 02-12
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
港股敏实集团涨近5%
每日经济新闻 · 02-12
港股敏实集团涨近5%
敏实集团午后涨超4% 华泰证券维持“买入”评级
新浪港股 · 02-12
敏实集团午后涨超4% 华泰证券维持“买入”评级
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
智通财经 · 02-12
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
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
中金财经 · 02-11
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
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
和讯基金 · 02-11
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
敏实集团拟成立美国机器人合资公司
华泰证券 · 02-11
敏实集团拟成立美国机器人合资公司
敏实集团(00425)拟成立生产铝制车身骨架部件的合资公司
智通财经 · 02-10
敏实集团(00425)拟成立生产铝制车身骨架部件的合资公司
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%
市场透视 · 02-10
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%
敏实集团02月10日获主力加仓1063.3万元
市场透视 · 02-10
敏实集团02月10日获主力加仓1063.3万元
小摩:降福耀玻璃(03606)评级至“中性” 行业首选敏实集团(00425)
智通财经 · 02-10
小摩:降福耀玻璃(03606)评级至“中性” 行业首选敏实集团(00425)
暂无数据
公司概况
公司名称:
敏实集团
所属市场:
SEHK
上市日期:
--
主营业务:
敏实集团有限公司系全球性汽车零部件企业,主要从事汽车零部件和工装模具的研发、生产和销售。该集团的主要产品包括金属及饰条、塑件、铝件、电池盒产品以及各类模具、检具及夹具。该集团亦从事车身底盘零部件及智能外饰件的研发、生产和销售。该集团于亚太、北美、欧洲及其他地区开展全球化业务。
发行价格:
--
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基于人形机器人、液冷及电动垂直起降飞行器业务带来的收入高于预期,将中期增长率预测由7%上调至9%。敏实股价年初至今累计上升35%,远超同期恒指约4%的升幅,反映市场对其人形机器人及液冷业务获得订单的预期升温。","market":"us","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/1407010.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00425"],"gpt_icon":0},{"id":"2613769660","title":"敏实集团盘中异动 快速下跌5.23%","url":"https://stock-news.laohu8.com/highlight/detail?id=2613769660","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613769660?lang=zh_cn&edition=full","pubTime":"2026-02-24 09:35","pubTimestamp":1771896930,"startTime":"0","endTime":"0","summary":"2026年02月24日早盘09时35分,敏实集团股票出现波动,股价急速下跌5.23%。截至发稿,该股报43.880港元/股,成交量41.5063万股,换手率0.04%,振幅4.58%。资金方面,该股资金流入539.496万港元,流出603.524万港元。敏实集团股票所在的汽车零件行业中,整体跌幅为0.17%。其相关个股中,华众车载、瑞丰动力、浦林成山涨幅较大,振幅较大的相关个股有耐世特、均胜电子、浙江世宝,振幅分别为5.72%、4.75%、4.74%。","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=nesSN2026022409353097a6c1cb&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=nesSN2026022409353097a6c1cb&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","BK1509","BK1589","BK1144"],"gpt_icon":0},{"id":"2612255487","title":"每日卖空追踪 | 敏实集团 02月16日卖空量成交41.4万股,卖空比例为17.96%","url":"https://stock-news.laohu8.com/highlight/detail?id=2612255487","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612255487?lang=zh_cn&edition=full","pubTime":"2026-02-16 16:30","pubTimestamp":1771230611,"startTime":"0","endTime":"0","summary":"敏实集团北京时间02月16日,涨0.97%,卖空量成交41.4万股,较上一交易日减少82.09%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=nesSN20260216163054a700dd1c&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=nesSN20260216163054a700dd1c&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":["BK1144","BK1589","00425","BK1509"],"gpt_icon":0},{"id":"2612263487","title":"敏实集团02月16日主力净流入329.5万元 散户资金抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2612263487","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612263487?lang=zh_cn&edition=full","pubTime":"2026-02-16 16:15","pubTimestamp":1771229741,"startTime":"0","endTime":"0","summary":"02月16日, 敏实集团股价涨0.97%,报收43.80元,成交金额9975.0万元,换手率0.20%,振幅5.30%,量比0.29。敏实集团今日主力资金净流入329.5万元,上一交易日主力净流出1687.6万元。该股近5个交易日上涨9.94%,主力资金累计净流入4029.1万元;近20日主力资金累计净流入1.4亿元,其中净流入天数为14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=nesSN20260216161748a4a9ed99&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, 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Automotive,持股40%,开拓日系客户北美订单。","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=nesSN20260216120620a4a95379&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=nesSN20260216120620a4a95379&s=b","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":"tencent","symbols":["00425"],"gpt_icon":0},{"id":"2611113535","title":"每日卖空追踪 | 敏实集团 02月13日卖空量成交132万股,卖空比例为14.54%","url":"https://stock-news.laohu8.com/highlight/detail?id=2611113535","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611113535?lang=zh_cn&edition=full","pubTime":"2026-02-13 16:30","pubTimestamp":1770971412,"startTime":"0","endTime":"0","summary":"敏实集团北京时间02月13日,涨2.46%,卖空量成交132万股,较上一交易日减少18.01%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=nesSN20260213163115a49ff608&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=nesSN20260213163115a49ff608&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":["BK1509","BK1144","00425","BK1589"],"gpt_icon":0},{"id":"2611113539","title":"敏实集团新兴业务进展顺利","url":"https://stock-news.laohu8.com/highlight/detail?id=2611113539","media":"国投证券国际","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611113539?lang=zh_cn&edition=full","pubTime":"2026-02-13 16:16","pubTimestamp":1770970561,"startTime":"0","endTime":"0","summary":"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。敏实集团将凭借其工业化能力、全球化布局、现地化运营以及多元化客户结构优势,致力于成为全球领先的现地化机器人系统部件一级供应商。展望未来,成立合资公司将有助于敏实集团开拓丰田等日系客户,加速铝制车身零部件业务成长。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。","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=nesSN20260213163052a6f6e124&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=nesSN20260213163052a6f6e124&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","BK1509","00425","BK1589"],"gpt_icon":0},{"id":"2611188325","title":"港股异动 | 部分智驾概念股早盘走高 智能网联汽车法规持续完善 机构指行业发展环境逐步规范化","url":"https://stock-news.laohu8.com/highlight/detail?id=2611188325","media":"智通财经","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611188325?lang=zh_cn&edition=full","pubTime":"2026-02-13 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":["VXUS","02431","BK1509","01316","BK4585","BK1144","BK4588","00425","BK1589","01057","VT","LU0227179875.USD"],"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":"us","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":["00317","BK1171","BK4585","BK1134","LU2460026573.USD","VXUS","02577","01651","BK1509","BK1163","00425","BK4588","BK1144","VT","BK1589","BK1183","01686"],"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":["BK4588","BK4585","BK1509","VT","BK1589","00425","VXUS","BK1144"],"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":"other","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":["BK1589","BK4585","688017","VXUS","BK4588","VT","00425","BK1144","BK1509","BK0259"],"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, 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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, 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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":["00425","BK1144","BK1509","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 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