港股异动 | 敏实集团(00425)再涨超10% 公司受益欧洲电动车放量 积极切入人形机器人、液冷等赛道
智通财经网·2026-01-22 02:25

Core Viewpoint - Minth Group (00425) has seen a significant stock price increase, rising over 10% and currently trading at 37.34 HKD, with a transaction volume of 248 million HKD. This surge is attributed to the upcoming German government subsidy policy for electric vehicles, which aims to allocate 3 billion euros by 2029 to support low- and middle-income families in purchasing zero-emission vehicles [1] Group 1: Electric Vehicle Market - The German government plans to restart its electric vehicle subsidy policy, which is expected to boost the adoption of electric vehicles and aid the recovery of Germany's automotive market [1] - Minth Group's battery box business is projected to achieve a year-on-year revenue growth of approximately 50% in both 2024 and the first half of 2025, benefiting from orders covering popular electric vehicle platforms from European automakers such as Volkswagen, Stellantis, and Renault [1] Group 2: Emerging Business Ventures - Minth Group is actively entering new sectors such as humanoid robots, liquid cooling, and low-altitude economy, leveraging its expertise in automotive manufacturing [1] - The company has signed a strategic cooperation agreement with Zhiyuan Robotics to jointly develop components like joint modules and electronic skin, with small-scale samples already completed and a demonstration production line established [1] - Minth Group's AI server liquid cooling business has secured orders from leading Taiwanese manufacturers, integrating into the global semiconductor supply chain, and plans to establish a joint factory with Fuman Technology, aiming for mass production capabilities by the end of 2025 [1] - The new business ventures are expected to synergize with the company's core technologies, enhancing long-term growth potential [1]