异动解读｜敏实集团盘中上涨5.53%，液冷产业进入订单兑现阶段获机构推荐

行情直击07-02

7月2日，敏实集团盘中上涨5.53%，报27.86港元，成交额3290.32万港元。

消息面上，中信证券当日发布研报指出，液冷产业正从主题预期进入订单与业绩兑现阶段，建议沿代工链业绩弹性、自主品牌认证突破、横向新品类放量三条主线把握机会，并将敏实集团列为推荐标的。此前多家机构看好公司液冷业务前景，管理层披露分流管及液冷箱已于去年底开始付运，液冷板及冷却液分配装置等新产品将于今年下半年付运。此外，交银国际近日首次覆盖敏实集团，给予"买入"评级及63.93港元目标价。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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