【美银证券升敏实集团目标价至23.2港元 人形机器人组件2026年起可贡献销售】金十数据2月24日讯,美银证券发表研报指,敏实集团(00425.HK)报已设立人形机器人业务分部,并已取得一定进展,预测人形机器人部件业务2026年起可为销售额带来贡献。美银对敏实2024至2026年盈利预测为按年增长17%、19%及18%,预期电池外壳销售增长会于今明两年为集团盈利提供稳健支持,电池外壳业务销售额2024至2026年预测按年增长41%、35%及25%,并将今明两年每股盈利预测分别下调0.7%及上调1.2%,以计及发展人形机器人业务的影响。美银对敏实的目标价从19.4港元上调至23.2港元,看好新业务带来的更强收入增长前景,重申买入评级。
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