---
title: "CITIC Securities International expects MINTH GROUP to benefit from Germany's electric vehicle subsidies and maintains a \"Buy\" rating"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/273451668.md"
description: "CITIC Securities International released a research report, pointing out that Germany will restart its electric vehicle subsidy policy, which is expected to boost the demand for new energy vehicles in Europe in the short term. MINTH GROUP, as the leader in the European battery box market with a market share of over 35%, is sensitive to new energy vehicle sales, and its core business is expected to recover. In addition, the group has established supply chain relationships with robotic customers, and order deliveries will become a catalyst for the stock price. The AI liquid cooling new business has entered the delivery stage, and future orders are expected to continue to grow. The firm maintains an \"Overweight\" rating on MINTH GROUP"
datetime: "2026-01-23T01:51:46.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/273451668.md)
  - [en](https://longbridge.com/en/news/273451668.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/273451668.md)
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/273451668.md) | [繁體中文](https://longbridge.com/zh-HK/news/273451668.md)


# CITIC Securities International expects MINTH GROUP to benefit from Germany's electric vehicle subsidies and maintains a "Buy" rating

The research report from China Merchants Securities International indicates that Germany plans to officially restart its electric vehicle subsidy policy this month, which is expected to boost demand for new energy vehicles in Europe in the short term. MINTH GROUP (00425.HK), as a leading battery box manufacturer in Europe, had a market share of over 35% in the first half of last year and is highly sensitive to new energy vehicle sales in Europe. With traditional car manufacturers launching multiple new energy models this year, the group's core business is expected to recover simultaneously.

In terms of the robotics business, the group has established supply chain relationships with leading robotics customers, and information regarding order deliveries is expected to become a catalyst for the stock price. As for new businesses, AI liquid cooling has entered the delivery phase, and future order deliveries are expected to continue to grow. The firm maintains an "overweight" rating on MINTH GROUP

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