大行評級|美銀:上調敏實集團目標價至23.2港元 看好新業務帶來更強收入增長前景
美銀證券發表研報指,敏實集團據報已設立人形機器人業務分部,並已取得一定進展,據指公司已發出機械手臂結構件樣品,供客户進行測試,並將與客户共同開發執行器系統解決方案及電子皮膚解決方案,預測人形機器人部件業務2026年起可為銷售額帶來貢獻。美銀對敏實2024至2026年盈利預測為按年增長17%、19%及18%,預期電池外殼銷售增長會於今明兩年為集團盈利提供穩健支持,電池外殼業務銷售額2024至2026年預測按年增長41%、35%及25%,並將今明兩年每股盈利預測分別下調0.7%及上調1.2%,以計及發展人形機器人業務的影響。美銀對敏實的目標價從19.4港元上調至23.2港元,看好新業務帶來的更強收入增長前景,重申“買入”評級。
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