敏实集团：Solid growth outlook from battery housing, robotics and AIDC-20260203

3 Feb 2026 CMB International Global Markets | Equity Research | Company Update Minth Group (425 HK) Solid growth outlook from battery housing, robotics and AIDC Maintain BUY. We expect solid 2H25E earnings for Minth, with FY25E net profit to rise 17% YoY. We also expect its net profit to rise even faster in FY26-27E, aided by continued growth in battery housing and new business contribution including parts for humanoid robots and AI server liquid cooling system. (Previous TP HK$38.00) China Auto Ji SHI, CFA ...