敏实集团-管理层看好人形机器人与液冷业务强劲势头；敏实集团维持为首选标的

Asia Pacific Equity Research 25 March 2026 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Minth Overweight Management sees strong momentum in humanoid robotics and liquid cooling; Minth remains our top pick Minth's share price opened down 7% (HSI flat) on M ...