敏实集团(00425)盘中一度涨超5%,截至发稿,股价上涨2.63%,现报23.40港元,成交额1.87亿港元。
招商证券发布研报称,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。
国证国际则指出,敏实集团历史上绝大部分时间保持40%的派息率。2023年公司由于资本开支和有息负债率较高未进行分红,2024公司从扩张期步入收获期,削减资本开支,现金流情况改善,回购股票,有望恢复派息。
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