智通财经APP获悉，敏实集团(00425)涨超5%，截至发稿，涨5.01%，报22港元，成交额1.69亿港元。
消息面上，招商证券研报指出，据公司管理层，公司已经开始全面布局新型业务赛道，在人形机器人方面，公司切入人形机器人产业链，在结构件、关节、智能皮肤、面罩等业务获得突破，肢体结构件已有60-70套送样，关节处于打样阶段，智能表面机电电子皮肤处于做方案阶段。低空VTOL(垂直起降)飞行器产品方面，产品有机身、舱门系统，已有多个客户，价值量大。另外，董事长秦荣华董事长投资马斯克成立的人工智能公司xAI约1000万美元。公司也成立敏实研究院，以此聚焦新赛道发展。
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。
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