研报掘金丨浙商证券：新时达半导体机器人订单量不断提升，上调评级为“买入”

格隆汇2025-09-11

浙商证券研报指出，新时达为国产机器人龙头，运动控制主业拐点向上，海尔入主有望推动公司具身智能/人形机器人整机落地进程超预期。公司深耕运控技术三十载，控制类产品迭代能力强。具体看：市占率居前。公司电梯控制器全球第二、SCARA工业机器人国内出货量第四；自动化产品国产替代先锋、一体化程度较高。公司早期打破电梯控制外资垄断，后成为国内首家实现机器人驱控一体的厂商，并可实现机器人控制器+伺服驱动自供。未来...

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