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敏实集团
36.280
+1.260
3.60%
手动刷新
成交量:
693.12万
成交额:
2.50亿
市值:
423.02亿
市盈率:
16.43
高:
36.620
开:
35.020
低:
35.020
收:
35.020
52周最高:
39.600
52周最低:
12.534
股本:
11.66亿
香港流通股本:
11.66亿
量比:
0.94
换手率:
0.59%
股息:
0.45
股息率:
1.23%
每股收益(LYR):
2.208
净资产收益率:
12.21%
总资产收益率:
4.42%
市净率:
1.77
市盈率(LYR):
16.43
市销率:
1.59
数据加载中...
总览
公司
新闻资讯
公告
每日卖空追踪 | 敏实集团 10月13日卖空量成交28.4万股,卖空比例为3.12%
市场透视
·
10/13
敏实集团10月13日遭主力抛售337.8万元
市场透视
·
10/13
敏实汽车取得一种电池壳体及车辆专利,便于采用辊压成型工艺制造框架
市场资讯
·
10/13
敏实集团盘中异动 股价大跌5.07%
市场透视
·
10/10
每日卖空追踪 | 敏实集团 10月09日卖空量成交44.6万股,卖空比例为6.06%
市场透视
·
10/09
每日卖空追踪 | 敏实集团 10月08日卖空量成交20.8万股,卖空比例为12.43%
市场透视
·
10/08
敏实集团获魏清莲增持20万股 每股均价约36.18港元
新浪港股
·
10/08
魏清莲增持敏实集团(00425)20万股 每股均价约36.18港元
智通财经
·
10/06
敏实集团获主席兼行政总裁魏清莲增持20万股 每股作价约36.41港元
新浪港股
·
10/04
主席兼行政总裁魏清莲增持敏实集团(00425)20万股 每股作价约36.41港元
智通财经
·
10/03
每日卖空追踪 | 敏实集团 10月03日卖空量成交103.2万股,卖空比例为20.04%
市场透视
·
10/03
特斯拉概念股普跌 敏实集团(00425)跌4.49% 特斯拉在欧销量疲软
金吾财讯
·
10/03
敏实集团(00425.HK)获执行董事魏清莲增持40万股
中金财经
·
10/02
开源证券:首予敏实集团(00425)“买入”评级 电池盒业务受益欧洲电动车放量
智通财经网
·
09/30
【券商聚焦】开源证券首予敏实集团(00425)“买入”评级 指机器人、AI液冷等新赛道有望形成第三成长曲线
金吾财讯
·
09/30
AI视觉重塑汽车质检:从缺陷识别到制造优化
DoNews
·
09/28
集团首席财务官张玉霞减持敏实集团(00425)5万股 每股作价36.93港元
智通财经
·
09/24
每日卖空追踪 | 敏实集团 09月24日卖空量成交54.2万股,卖空比例为6.97%
市场透视
·
09/24
敏实集团09月24日获主力加仓486.6万元
市场透视
·
09/24
中金:中国汽车已完成出口扩张 关注车企及零部件出海机遇
智通财经
·
09/24
更多
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.wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251013162133a45d4929&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1144","BK1509","00425","BK1589"],"gpt_icon":0},{"id":"2575362478","title":"敏实汽车取得一种电池壳体及车辆专利,便于采用辊压成型工艺制造框架","url":"https://stock-news.laohu8.com/highlight/detail?id=2575362478","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2575362478?lang=zh_cn&edition=fundamental","pubTime":"2025-10-13 11:20","pubTimestamp":1760325649,"startTime":"0","endTime":"0","summary":"国家知识产权局信息显示,敏实汽车技术研发有限公司取得一项名为“一种电池壳体及车辆”的专利,授权公告号 CN 223401774 U,申请日期为 2024 年 09 月。天眼查资料显示,敏实汽车技术研发有限公司,成立于2016年,位于宁波市,是一家以从事汽车制造业为主的企业。通过天眼查大数据分析,敏实汽车技术研发有限公司共对外投资了11家企业,参与招投标项目15次,专利信息209条,此外企业还拥有行政许可11个。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025101311352194c5a29b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025101311352194c5a29b&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1144","00425","BK1509","BK1589"],"gpt_icon":0},{"id":"2574102831","title":"敏实集团盘中异动 股价大跌5.07%","url":"https://stock-news.laohu8.com/highlight/detail?id=2574102831","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2574102831?lang=zh_cn&edition=fundamental","pubTime":"2025-10-10 13:17","pubTimestamp":1760073466,"startTime":"0","endTime":"0","summary":"2025年10月10日下午盘13时17分,敏实集团股票出现波动,股价大幅跳水5.07%。截至发稿,该股报33.320港元/股,成交量458.111万股,换手率0.39%,振幅5.07%。资金方面,该股资金流入4126.64万港元,流出6750.86万港元。敏实集团股票所在的汽车零件行业中,整体跌幅为1.62%。其相关个股中,新晨动力、新焦点、瑞丰动力涨幅较大,振幅较大的相关个股有新晨动力、天瑞汽车内饰、博泰车联,振幅分别为13.56%、12.50%、8.65%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251010131746a6b29c7f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251010131746a6b29c7f&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1509","BK1589","BK1144","00425"],"gpt_icon":0},{"id":"2574118812","title":"每日卖空追踪 | 敏实集团 10月09日卖空量成交44.6万股,卖空比例为6.06%","url":"https://stock-news.laohu8.com/highlight/detail?id=2574118812","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2574118812?lang=zh_cn&edition=fundamental","pubTime":"2025-10-09 16:30","pubTimestamp":1759998612,"startTime":"0","endTime":"0","summary":"敏实集团北京时间10月09日,跌0.85%,卖空量成交44.6万股,较上一交易日减少18.61%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251009163102a6b1a9a0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251009163102a6b1a9a0&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1509","00425","BK1589","BK1144"],"gpt_icon":0},{"id":"2574909294","title":"每日卖空追踪 | 敏实集团 10月08日卖空量成交20.8万股,卖空比例为12.43%","url":"https://stock-news.laohu8.com/highlight/detail?id=2574909294","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2574909294?lang=zh_cn&edition=fundamental","pubTime":"2025-10-08 16:30","pubTimestamp":1759912211,"startTime":"0","endTime":"0","summary":"敏实集团北京时间10月08日,跌0.9%,卖空量成交20.8万股,较上一交易日减少80.04%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251008163049a6b0916f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251008163049a6b0916f&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1509","00425","BK1589","BK1144"],"gpt_icon":0},{"id":"2573997646","title":"敏实集团获魏清莲增持20万股 每股均价约36.18港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2573997646","media":"新浪港股","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2573997646?lang=zh_cn&edition=fundamental","pubTime":"2025-10-08 08:15","pubTimestamp":1759882500,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 香港联交所最新资料显示,10月3日,敏实集团主席兼行政总裁魏清莲增持敏实集团(00425)20万股,每股均价36.1798港元,总金额约为723.60万港元。增持后最新持股数目约为4.52亿股,最新持股比例为38.39%。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:卢昱君","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-10-08/doc-inftcsmw2150654.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1509","BK1144","00425","BK1589"],"gpt_icon":0},{"id":"2573712886","title":"魏清莲增持敏实集团(00425)20万股 每股均价约36.18港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2573712886","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2573712886?lang=zh_cn&edition=fundamental","pubTime":"2025-10-06 19:32","pubTimestamp":1759750321,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,香港联交所最新资料显示,10月3日,敏实集团主席兼行政总裁魏清莲增持敏实集团(00425)20万股,每股均价36.1798港元,总金额约为723.60万港元。增持后最新持股数目约为4.52亿股,最新持股比例为38.39%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1352463.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1144","BK1589","BK1509","00425"],"gpt_icon":0},{"id":"2572685086","title":"敏实集团获主席兼行政总裁魏清莲增持20万股 每股作价约36.41港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2572685086","media":"新浪港股","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2572685086?lang=zh_cn&edition=fundamental","pubTime":"2025-10-04 19:55","pubTimestamp":1759578900,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 香港联交所最新资料显示,10月2日,敏实集团主席兼行政总裁魏清莲增持敏实集团(00425)20万股,每股作价36.4062港元,总金额约为728.12万港元。增持后最新持股数目约为4.51亿股,最新持股比例为38.37%。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:卢昱君","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-10-04/doc-infsttpf7637342.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1144","BK1509","00425","BK1589"],"gpt_icon":0},{"id":"2572250544","title":"主席兼行政总裁魏清莲增持敏实集团(00425)20万股 每股作价约36.41港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2572250544","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2572250544?lang=zh_cn&edition=fundamental","pubTime":"2025-10-03 17:36","pubTimestamp":1759484194,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,香港联交所最新资料显示,10月2日,敏实集团主席兼行政总裁魏清莲增持敏实集团(00425)20万股,每股作价36.4062港元,总金额约为728.12万港元。增持后最新持股数目约为4.51亿股,最新持股比例为38.37%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1352158.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1144","BK1509","BK1589","00425"],"gpt_icon":0},{"id":"2572637273","title":"每日卖空追踪 | 敏实集团 10月03日卖空量成交103.2万股,卖空比例为20.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=2572637273","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2572637273?lang=zh_cn&edition=fundamental","pubTime":"2025-10-03 16:30","pubTimestamp":1759480212,"startTime":"0","endTime":"0","summary":"敏实集团北京时间10月03日,跌2.06%,卖空量成交103.2万股,较上一交易日减少65.06%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251003163056a45229a2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251003163056a45229a2&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1509","00425","BK1589","BK1144"],"gpt_icon":0},{"id":"2572788435","title":"特斯拉概念股普跌 敏实集团(00425)跌4.49% 特斯拉在欧销量疲软","url":"https://stock-news.laohu8.com/highlight/detail?id=2572788435","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2572788435?lang=zh_cn&edition=fundamental","pubTime":"2025-10-03 10:01","pubTimestamp":1759456868,"startTime":"0","endTime":"0","summary":"金吾财讯 | 特斯拉概念股普跌,敏实集团(00425)跌4.49%,比亚迪股份(01211)跌3.86%,金力永磁(06680)跌1.96%,耐世特(01316)跌1.29%,福耀玻璃(03606)跌0.97%。隔晚特斯拉跌5.11%,报436美元。特斯拉第三季度交付49.71万辆汽车,同比增长7.4%,创季度新高,超市场预期。此外,特斯拉在欧洲销量受马斯克政治立场影响疲软,美国销量因税收抵免到期前购车潮而缓解,但预计10月需求将降低。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250110/NTQxOTRlZTU5ZGZkZjc4MmEzMTdjMTVhMTM1NjYxOTg3NzU=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NTQxOTRlZTU5ZGZkZjc4MmEzMTdjMTVhMTM1NjYxOTg3NzU=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1967252","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4555","LU0348825331.USD","LU0856984785.SGD","LU0056508442.USD","LU0348827113.USD","LU2348774022.SGD","BK4533","LU0820561909.HKD","BK1594","BK1116","BK4099","LU0823038988.USD","LU2108987350.USD","81211","LU1813983027.USD","LU2778985437.USD","LU0054450605.USD","002594","HYDD.SI","01316","LU0594300419.USD","LU0463099449.HKD","LU0820562030.AUD","SG9999001226.SGD","LU2326559502.SGD","LU0964807845.USD","TSLL","LU1861220033.SGD","LU0164872284.USD","BK1610","00425","LU1655091616.SGD","TSYW.SI","SG9999006597.SGD","TSLA","LU0516423174.USD","LU0327786744.USD","LU0823414551.USD","LU2449936058.SGD","LU0259732245.USD","BK4543","LU0043850808.USD","IE0034235303.USD","BYDDY","IE00BD6J9T35.USD","03606","BK1540","06680","BK1144"],"gpt_icon":0},{"id":"2572695065","title":"敏实集团(00425.HK)获执行董事魏清莲增持40万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2572695065","media":"中金财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2572695065?lang=zh_cn&edition=fundamental","pubTime":"2025-10-02 07:37","pubTimestamp":1759361823,"startTime":"0","endTime":"0","summary":"格隆汇10月2日丨根据联交所最新权益披露资料显示,2025年9月29日-9月30日,敏实集团获执行董事魏清莲在场内以每股均价33.7188-33.7926港元合计增持40万股,涉资约1350.23万港元。 增持后,魏清莲最新持股数目为451,222,000股,持股比例由38.32%上升至38.35%。和讯网站对文中陈述、观点判断保持中立,不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。","market":"us","thumbnail":" http://caiji.3g.cnfol.com/colect/202510/02/20251002915969.jpg","type":0,"news_type":0,"thumbnails":[" http://caiji.3g.cnfol.com/colect/202510/02/20251002915969.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20251002/31687192.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["00425","BK1589","BK1509","BK1144"],"gpt_icon":0},{"id":"2571130823","title":"开源证券:首予敏实集团(00425)“买入”评级 电池盒业务受益欧洲电动车放量","url":"https://stock-news.laohu8.com/highlight/detail?id=2571130823","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2571130823?lang=zh_cn&edition=fundamental","pubTime":"2025-09-30 14:33","pubTimestamp":1759213986,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,开源证券发布研报称,敏实集团传统业务增长较为稳健,电池盒业务受益于欧洲电动车放量,有望贡献利润弹性,且公司已形成较为全面的全球产能布局,构筑产能壁垒。报告中称,2024年、2025H1公司电池盒业务营收同比增速均在50%左右。公司订单覆盖大众、Stellantis、雷诺等欧系车企的畅销电车平台,有望持续受益于欧洲电动车放量;且在产能利用率提升与降本增效的作用下,毛利率持续提升,带来利润弹性。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1351151.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["161027","159796","00425"],"gpt_icon":0},{"id":"2571926453","title":"【券商聚焦】开源证券首予敏实集团(00425)“买入”评级 指机器人、AI液冷等新赛道有望形成第三成长曲线","url":"https://stock-news.laohu8.com/highlight/detail?id=2571926453","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2571926453?lang=zh_cn&edition=fundamental","pubTime":"2025-09-30 12:20","pubTimestamp":1759206015,"startTime":"0","endTime":"0","summary":"金吾财讯 | 开源证券发研报指,敏实集团 2024年、2025H1公司电池盒业务营收同比增速均在50%左右。公司传统业务增长较为稳健,电池盒业务受益于欧洲电动车放量,有望贡献利润弹性,且公司已形成较为全面的全球产能布局,构筑产能壁垒。此外,公司积极开拓低空、机器人、AI液冷等新赛道,有望形成第三成长曲线。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1967111","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["161027","00425"],"gpt_icon":0},{"id":"2571808826","title":"AI视觉重塑汽车质检:从缺陷识别到制造优化","url":"https://stock-news.laohu8.com/highlight/detail?id=2571808826","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2571808826?lang=zh_cn&edition=fundamental","pubTime":"2025-09-28 16:19","pubTimestamp":1759047542,"startTime":"0","endTime":"0","summary":"一场以AI视觉为核心的检测变革已渗透至汽车产业链各环节。汽车零部件检测面临多重挑战。在机加工工厂,AI自动编程将加工准备时间由25小时缩至10小时;装配车间通过标准化作业指导与实时反馈,装配时间缩短50%,错误率降低90%。行业共识在于传统人工检测难以为继,AI转型势在必行。AI检测不仅是“永不疲倦的眼睛”,更是“持续学习的大脑”。AI视觉揭示的不仅是零件瑕疵,更是整条制造链的升级潜力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250928162211a449b3d7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250928162211a449b3d7&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1144","BK1509","BK1589","00425"],"gpt_icon":0},{"id":"2569231703","title":"集团首席财务官张玉霞减持敏实集团(00425)5万股 每股作价36.93港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2569231703","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2569231703?lang=zh_cn&edition=fundamental","pubTime":"2025-09-24 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09月24日卖空量成交54.2万股,卖空比例为6.97%","url":"https://stock-news.laohu8.com/highlight/detail?id=2570003991","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2570003991?lang=zh_cn&edition=fundamental","pubTime":"2025-09-24 16:30","pubTimestamp":1758702612,"startTime":"0","endTime":"0","summary":"敏实集团北京时间09月24日,涨1.27%,卖空量成交54.2万股,较上一交易日减少59.67%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250924171410a440b723&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250924171410a440b723&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1144","00425","BK1509","BK1589"],"gpt_icon":0},{"id":"2570039948","title":"敏实集团09月24日获主力加仓486.6万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2570039948","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2570039948?lang=zh_cn&edition=fundamental","pubTime":"2025-09-24 16:15","pubTimestamp":1758701710,"startTime":"0","endTime":"0","summary":"09月24日, 敏实集团股价涨1.27%,报收35.08元,成交金额2.9亿元,换手率0.70%,振幅4.04%,量比0.51。敏实集团今日主力资金净流入486.6万元,连续4日净流入,上一交易日主力净流入13.9万元。近一年数据显示,该股主力连续4日净流入后,次日上涨概率为60.00%,平均涨幅为2.13%。该股近5个交易日上涨0.62%,主力资金累计净流入2043.5万元,其中1个交易日为股价下跌时净流入;近20日主力资金累计净流入6117.4万元,其中净流入天数为13日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250924165456a440a8ea&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:30","pubTimestamp":1758695440,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中金发布研报称,全球汽车正处于格局重构阶段,2025年中国汽车已完成出口扩张,即将迎来出海加速,预计2030年中国自主品牌车企有望实现全球近3000万辆的产量规模,并培育数家年产500万辆以上的车企。因此,建议对应关注中国自主车企的出海扩张机遇;欧美日车企加速新能源转型,拉动的中国供应链机遇。风险因素海外市场贸易政策变化;中国车企海外拓展不及预期。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1348841.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0511384066.AUD","LU0244354667.USD","80175","LU0449515922.USD","LU0320764599.SGD","00425","LU2298064838.USD","81211","LU0823414551.USD","LU0348805143.USD","LU1282651048.USD","LU2097828805.USD","600660","LU0561508036.HKD","002594","BK0076","EVS.SI","GELYY","SG9999015952.SGD","LU1064130708.USD","SG9999002463.SGD","BK1119","HYDD.SI","01211","00175","LU0588545490.SGD","LU1969619763.USD","LU1328277881.USD","LU0348827113.USD","IE00BZ08YS42.EUR","BK0235","LU1813983027.USD","LU1820825898.SGD","603786","601633","BK0264","LU0269904917.USD","LU2362540622.SGD","LU2362541273.HKD","LU2097828714.EUR","002050","603035","BK0188","BYDDY","LU0229945570.USD","LU1303224171.USD","SGXZ81163826.USD","LU2294711713.HKD","LU0634319403.HKD","09863"],"gpt_icon":1}],"pageSize":20,"totalPage":10,"pageCount":4,"totalSize":187,"code":"91000000","status":"200"}]}}