Workflow
肢体结构部件
icon
Search documents
敏实集团)_目标价上调至 38 港元;长期看好电池壳体及电动垂直起降飞行器(eVTOL)_机器人业务
2025-08-31 16:21
V i e w p o i n t | 28 Aug 2025 04:08:39 ET │ 12 pages Minth (0425.HK) Raise TP to HK$38; LT Positive on Battery Housing & eVTOL/Robotics CITI'S TAKE Mgmt. shared their battery housing outlook at today's analyst briefing, with EU contribution driven by robust EV sales growth and China contribution driven by order wins amid tightening safety standards. Battery housing should be the major growth driver in the near term, with eVTOL/Robotics business to gradually contribute scale from 2027E, according to mgmt. ...