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港股
详情
本页面由Tiger Fintech (Singapore) Pte. Ltd.提供服务
敏实集团
22.700
+1.400
6.57%
手动刷新
成交量：
1,222.57万
成交额：
2.73亿
市值：
261.50亿
市盈率：
12.79
高：
22.950
开：
21.950
低：
21.800
收：
21.300
数据加载中...
总览
公司
分析
新闻资讯
公告
敏实集团盘中异动 股价大涨5.16%
市场透视
·
4小时前
港股异动 | 敏实集团(00425)涨超5% 公司切入人形机器人赛道 机构称其有望恢复派息
智通财经
·
昨天
敏实集团盘中异动 急速拉升5.11%报21.000港元
市场透视
·
昨天
敏实集团03月04日主力净流出591万元 散户资金买入
市场透视
·
03-04
敏实集团盘中异动 股价大跌6.07%报18.880港元
市场透视
·
03-04
搭乘人形机器人概念，敏实集团（00425）能否走出估值低谷？
智通财经
·
02-28
敏实集团盘中异动 早盘股价大跌5.00%
市场透视
·
02-28
敏实集团遭摩根大通减持约1280.60万股 每股作价约22.15港元
新浪港股
·
02-28
摩根大通减持敏实集团(00425)约1280.60万股 每股作价约22.15港元
智通财经网
·
02-27
人形机器人概念强势 小鹏汽车(09868)涨7.34% 高盛预计2030年行业市场规模将达380亿美元
金吾财讯
·
02-27
摩根大通增持敏实集团(00425)1017.8万股 每股作价约20.77港元
智通财经网
·
02-26
敏实集团早盘涨超7% 花旗将其目标价由23港元上调至31港元
新浪港股
·
02-26
【港股异动 | 敏实集团(00425.HK)涨超5%】敏实集团(00425.HK)涨超5%，截至发稿，涨5.01%，报22港元，成交额1.69亿港元。
金融界
·
02-26
港股异动 | 敏实集团(00425)涨超5% 公司切入人形机器人产业链 花旗看好公司迎来价值重估
智通财经
·
02-26
敏实集团盘中异动 急速上涨5.01%报22.000港元
市场透视
·
02-26
美银：买入这家港股！人形机器人零部件明年起贡献收入
智通财经网
·
02-26
更多
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急速拉升5.11%报21.000港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2517323119","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517323119?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 09:36","pubTimestamp":1741138570,"startTime":"0","endTime":"0","summary":"2025年03月05日早盘09时36分，敏实集团股票出现波动，股价急速拉升5.11%。截至发稿，该股报21.000港元/股，成交量60.1368万股，换手率0.05%，振幅4.25%。敏实集团股票所在的汽车零件行业中，整体涨幅为0.03%。其相关个股中，英恒科技、敏实集团、德昌电机控股涨幅较大，振幅较大的相关个股有英恒科技、敏实集团、耐世特，振幅分别为9.74%、4.00%、3.44%。","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=nesSN20250305093611abe8ad26&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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敏实集团股价跌0.60%，报收19.98元，成交金额2.15亿元，换手率0.95%，振幅8.96%，量比0.53。敏实集团今日主力资金净流出591万元，上一交易日主力净流入447万元。该股近5个交易日下跌5.01%，主力资金累计净流入735万元，其中1个交易日为股价上涨时净流出；近20日主力资金累计净流入2788万元，其中净流入天数为8日。该股主力净额占比0.03%，港股市场排名2500/2648。","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=nesSN20250304173931abe7916a&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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20:36","pubTimestamp":1740746180,"startTime":"0","endTime":"0","summary":"搭乘人形机器人概念，多家投行纷纷吹捧，连跌四年的敏实集团好似看到了估值的春天。宇树科技点火了人形机器人概念，而在当日，中金公司发布研报，称敏实集团的业务或外延至人形机器人及低空领域，这“烟雾弹”使得资金大量涌入并大幅推高公司股价。在投行研报以及概念驱动下，敏实集团股价不断走高。其实敏实集团业绩保持稳健增长，但奈何估值2021-2024年连续四年下跌且已经腰斩，那么，人形机器人会是敏实集团估值的救命稻草吗？","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/1256441.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":["BK1589","00425","BK1144","BK1509"],"gpt_icon":0},{"id":"2514366548","title":"敏实集团盘中异动 早盘股价大跌5.00%","url":"https://stock-news.laohu8.com/highlight/detail?id=2514366548","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514366548?lang=zh_cn&edition=fundamental","pubTime":"2025-02-28 09:38","pubTimestamp":1740706728,"startTime":"0","endTime":"0","summary":"2025年02月28日早盘09时38分，敏实集团股票出现波动，股价快速跳水5.00%。截至发稿，该股报21.850港元/股，成交量128.8万股，换手率0.11%，振幅4.78%。敏实集团股票所在的汽车零件行业中，整体跌幅为0.10%。其相关个股中，浙江世宝、浦林成山、万马控股涨幅较大，振幅较大的相关个股有耐世特、德昌电机控股、敏实集团，振幅分别为8.41%、7.36%、4.78%。","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=nesSN2025022809384996333cf6&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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香港联交所最新资料显示，2月21日，摩根大通减持敏实集团（00425）1280.5999万股，每股作价22.1468港元，总金额约为2.84亿港元。减持后最新持股数目约为6212.26万股，最新持股比例为5.39%。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","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":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-02-28/doc-inemysvr7274949.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":"sina","symbols":["IE0034235188.USD","LU2592432038.USD","LU1988902786.USD","BK1589","LU2756315318.SGD","LU2357305700.SGD","IE00B1BXHZ80.USD","LU0320765646.SGD","LU0496365809.HKD","LU0882574139.USD","BK4516","LU1496350502.SGD","SG9999002224.SGD","BK4581","LU1551013342.USD","LU2023250504.SGD","IE00BDRTCR15.USD","IE00BWXC8680.SGD","LU0256863811.USD","LU0417517546.SGD","LU2430703251.USD","LU2237443465.HKD","LU1629891620.HKD","LU2237443549.SGD","LU1363072403.SGD","00425","LU2552382215.SGD","BK1509","LU2430703095.HKD","BK4533","LU0323591593.USD","LU2242649171.HKD","BK4585","LU0976567544.SGD","LU1720051108.HKD","IE00B3S45H60.SGD","BK4550","LU0208291251.USD","BK4207","LU0211326839.USD","LU2106854487.HKD","LU1084165304.USD","IE00BKDWB100.SGD","IE00BJTD4V19.USD","LU1032466523.USD","LU1668664300.SGD","LU0310799852.SGD","LU1914381329.SGD","LU0320765489.SGD","IE00BHPRN162.USD"],"gpt_icon":0},{"id":"2514480355","title":"摩根大通减持敏实集团(00425)约1280.60万股 每股作价约22.15港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2514480355","media":"智通财经网","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514480355?lang=zh_cn&edition=fundamental","pubTime":"2025-02-27 19:14","pubTimestamp":1740654851,"startTime":"0","endTime":"0","summary":"2月21日，摩根大通减持敏实集团(00425)1280.5999万股，每股作价22.1468港元","market":"us","thumbnail":"https://img.zhitongcaijing.com/image/20250227/20250227191456_71035.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20250227/20250227191456_71035.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1255510.html","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":"highlight_zhitongcaijin","symbols":["LU2505996509.AUD","LU0211326839.USD","LU1894683264.USD","BK4534","LU0211331839.USD","LU0234572021.USD","LU1064131342.USD","LU1267930490.SGD","LU2242649171.HKD","LU2023250504.SGD","LU2106854487.HKD","IE00B1BXHZ80.USD","00425","LU0976567544.SGD","LU2357305700.SGD","LU1244550577.SGD","LU2505996681.GBP","LU1496350171.SGD","LU2237443895.HKD","LU1032466523.USD","LU1917777945.USD","LU1988902786.USD","LU1366192091.USD","LU0070302665.USD","LU0203345920.USD","LU0496365809.HKD","LU1244550221.USD","LU0215105999.USD","BK4516","BK1144","LU2237443382.USD","LU1551013342.USD","IE000M9KFDE8.USD","LU2023250330.USD","LU0251132253.USD","BK4504","IE00BWXC8680.SGD","LU1496350502.SGD","LU2237443465.HKD","LU2237443549.SGD","LU0882574139.USD","BK4207","LU2552382215.SGD","LU0267386448.USD","LU0149725797.USD","LU0208291251.USD","LU0323591593.USD","BK4581","BK4566","IE00BLSP4452.SGD"],"gpt_icon":0},{"id":"2514407816","title":"人形机器人概念强势 小鹏汽车(09868)涨7.34% 高盛预计2030年行业市场规模将达380亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2514407816","media":"金吾财讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514407816?lang=zh_cn&edition=fundamental","pubTime":"2025-02-27 09:44","pubTimestamp":1740620667,"startTime":"0","endTime":"0","summary":"金吾财讯 | 机器人概念强势，小鹏汽车 涨7.34%，速腾聚创涨5.39%，地平线机器人涨4.38%，优必选涨4.07%，微创机器人涨3.23%，敏实集团涨2.11%。此外，高盛的分析师预测称，到2027年，全球人形机器人的出货量将达到7.6万台，到2035年将飙升至138万台。这预示着一个巨大的市场机遇，2030年的市场规模预计将达到380亿美元。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/MmQ2MzI0NzdkYTM0MjU4ODU0NDE5OWM2MjQ0NmE1ZTExMDg1Mjk2Mjc3MDg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MmQ2MzI0NzdkYTM0MjU4ODU0NDE5OWM2MjQ0NmE1ZTExMDg1Mjk2Mjc3MDg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1953992","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0061475181.USD","LU0593848301.USD","LU2237443978.SGD","BK4550","BK1509","LU2237443895.HKD","BK4533","XPEV","09868","BK1575","LU2471134523.USD","IE0004086264.USD","IE0002270589.USD","LU2237443465.HKD","BK1613","LU2237443622.USD","BK4526","BK1183","BK1610","LU1868836914.USD","BK4551","BK4505","IE0034235188.USD","LU1868836591.USD","LU1868837136.USD","BK4127","IE00B19Z3581.USD","LU2750360997.AUD","EVS.SI","BK1100","BK4516","BK1589","LU1791807156.HKD","LU1868836757.USD","LU1668664300.SGD","BK1179","BK1119","LU2471134952.CNY","BK1588","BK4504","02252","BK4555","BK4588","IE0004091025.USD","LU0106831901.USD","00425","BK1144"],"gpt_icon":1},{"id":"2514682835","title":"摩根大通增持敏实集团(00425)1017.8万股 每股作价约20.77港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2514682835","media":"智通财经网","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514682835?lang=zh_cn&edition=fundamental","pubTime":"2025-02-26 18:55","pubTimestamp":1740567300,"startTime":"0","endTime":"0","summary":"香港联交所最新资料显示，2月20日，摩根大通增持敏实集团(00425)1017.8万股，每股作价20.7651港元，总金额约为2.11亿港元。增持后最新持股数目约为7492.86万股，最新持股比例为6.50%。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"other","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":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-02-26/doc-inemvhcf8792901.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":"sina","symbols":["LU2552382215.SGD","LU0149725797.USD","BK4516","LU1670628061.USD","LU0211326839.USD","LU0320765489.SGD","IE00BKVL7J92.USD","LU2756315664.SGD","IE00B1XK9C88.USD","LU1366192091.USD","LU0211326755.USD","BK4550","LU0238689110.USD","LU1551013342.USD","BK4588","LU1668664300.SGD","LU2237443382.USD","LU0048584097.USD","IE00BHPRN162.USD","IE00B3S45H60.SGD","LU1894683264.USD","LU0976567544.SGD","BK4581","LU0943347566.SGD","LU0203345920.USD","LU0310799852.SGD","LU1244550494.USD","LU0203347892.USD","LU0170899867.USD","IE00BFXG1179.USD","LU2552382132.HKD","LU2023250330.USD","LU2430703095.HKD","IE00BKDWB100.SGD","IE0034235295.USD","LU1267930490.SGD","IE00BLSP4452.SGD","LU1119994496.HKD","IE00BJLML261.HKD","LU1064131342.USD","LU1145028129.USD","LU1720051017.SGD","LU2237443895.HKD","LU2430703178.SGD","00425","LU1496350171.SGD","BK4566","LU2430703251.USD","LU0251132253.USD","LU0683600562.USD"],"gpt_icon":0},{"id":"2514076152","title":"敏实集团早盘涨超7% 花旗将其目标价由23港元上调至31港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2514076152","media":"新浪港股","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514076152?lang=zh_cn&edition=fundamental","pubTime":"2025-02-26 11:20","pubTimestamp":1740540000,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 敏实集团（00425）早盘持续上扬，股价上涨7.40%，现报22.50港元，成交额2.30亿港元。\n 花旗研报指出，市场预计该公司能充分利用其在新能源汽车方面的优势，在机器人领域占据有利地位。该行重申敏实集团“买入”评级，将其目标价由23港元上调至31港元。花旗预计敏实有潜力供应机器人智能外壳及致动器等零件，可成新增长动力，预计近期将迎来估值重估，启动90天的正面催化剂观察期。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","market":"sg","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/2025-02-26/doc-inemurfp9021278.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":"sina","symbols":["00425"],"gpt_icon":0},{"id":"2514073906","title":"【港股异动 | 敏实集团(00425.HK)涨超5%】敏实集团(00425.HK)涨超5%，截至发稿，涨5.01%，报22港元，成交额1.69亿港元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2514073906","media":"金融界","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514073906?lang=zh_cn&edition=fundamental","pubTime":"2025-02-26 10:44","pubTimestamp":1740537863,"startTime":"0","endTime":"0","summary":"敏实集团(00425.HK)涨超5%，截至发稿，涨5.01%，报22港元，成交额1.69亿港元。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/26104448392228.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["00425","BK1144","BK1509","BK1589"],"gpt_icon":0},{"id":"2514307369","title":"港股异动 | 敏实集团(00425)涨超5% 公司切入人形机器人产业链 花旗看好公司迎来价值重估","url":"https://stock-news.laohu8.com/highlight/detail?id=2514307369","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514307369?lang=zh_cn&edition=fundamental","pubTime":"2025-02-26 10:41","pubTimestamp":1740537668,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，敏实集团涨超5%，截至发稿，涨5.01%，报22港元，成交额1.69亿港元。花旗也表示，市场预计该公司能充分利用其在新能源汽车方面的优势，在机器人领域占据有利地位。该行重申敏实集团“买入”评级，将其目标价由23港元上调至31港元。花旗预计敏实有潜力供应机器人智能外壳及致动器等零件，可成新增长动力，预计近期将迎来估值重估，启动90天的正面催化剂观察期。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"59343ea14c97b787c6092b2bb7e36386","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1254441.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0980610538.SGD","BK4566","IE00BSNM7G36.USD","LU0162691827.USD","LU0072461881.USD","LU1791807156.HKD","00425","LU2360032135.SGD","LU1267930227.SGD","LU2417539215.USD","LU2236285917.USD","LU0098860793.USD","LU2456880835.USD","BK1144","BK4504","LU0170899867.USD","LU1201861249.SGD","LU0477156953.USD","LU0130517989.USD","BK4207","LU0052756011.USD","BK4588","LU1668664300.SGD","LU0320765646.SGD","BK1509","LU0130102774.USD","LU0648001328.SGD","BK1589","LU0310800965.SGD","LU1366192091.USD","BK4585","LU2462157665.USD","LU1162221912.USD","BK4534","LU0128525689.USD","LU0106831901.USD","LU2125154778.USD","LU2125154935.USD"],"gpt_icon":0},{"id":"2514807354","title":"敏实集团盘中异动 急速上涨5.01%报22.000港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2514807354","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514807354?lang=zh_cn&edition=fundamental","pubTime":"2025-02-26 10:27","pubTimestamp":1740536844,"startTime":"0","endTime":"0","summary":"2025年02月26日早盘10时27分，敏实集团股票出现波动，股价快速拉升5.01%。截至发稿，该股报22.000港元/股，成交量688.64万股，换手率0.60%，振幅5.97%。资金方面，该股资金流入6583.29万港元，流出4402.16万港元。敏实集团股票所在的汽车零件行业中，整体涨幅为0.23%。其相关个股中，京西国际、德昌电机控股、英恒科技涨幅较大，振幅较大的相关个股有正道集团、德昌电机控股、敏实集团，振幅分别为10.00%、6.11%、5.97%。","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=nesSN20250226102725abdd267d&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=nesSN20250226102725abdd267d&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","BK1144","BK1589"],"gpt_icon":0},{"id":"2514090021","title":"美银：买入这家港股！人形机器人零部件明年起贡献收入","url":"https://stock-news.laohu8.com/highlight/detail?id=2514090021","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514090021?lang=zh_cn&edition=fundamental","pubTime":"2025-02-26 08:49","pubTimestamp":1740530974,"startTime":"0","endTime":"0","summary":"敏实集团认为，凭借其在汽车塑料和铝制零部件领域的经验，将在上述三个人形机器人零部件领域获得市场份额。美国银行中国工业研究部门预计，到 2030 年全球人形机器人交付量将达到 40 万台。预计人形机器人零部件销售将从 2026 年开始为公司贡献营收。美银关于人形机器人零部件市场规模的分析如下：预计到 2030 年，结构零部件、旋转执行器和电子皮肤将分别占人形机器人物料清单成本的 15%、24% 和 3%。","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=nesSN20250226085416abdd0946&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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