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研報掘金|中金:上調敏實集團目標價至22.5港元 維持“跑贏行業”評級
格隆匯 02-20 16:27
中金髮表研究報吿指,為加速電動智能轉型進程,敏實集團業務或向外延伸至人形機械人以及低空領域,憑藉公司在汽車零部件產品上已有的技術沉澱,再結合產學研聯動以及人才引進等舉措,有望將其產品矩陣拓展至人形機械人和低空飛行領域。中金維持對該公司2024及2025年的盈利預測,首次引入2026年盈利預測為32億元,維持“跑贏行業”評級,目標價上調41%至22.5港元。
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