港股异动 | 资本化进程提速叠加量产渐近埃斯顿(02715)涨超20% 来福谐波(03952)涨超13%

智通财经11:17

智通财经APP获悉，机器人概念股多数走强，截至发稿，埃斯顿(02715)涨20.35%，报23.06港元；来福谐波(03952)涨13.08%，报73.4港元；微创机器人-B(02252)涨13.39%，报26.42港元；兆威机电(02692)涨11.8%，报54.4港元；德昌电机控股(00179)涨10.18%，报22.72港元；三花智控(02050)涨8.37%，报29.78港元。

消息面上，7月2日，证监会官网显示，证监会同意宇树科技股份有限公司首次公开发行股票并在科创板上市的注册申请。业内人士认为，宇树科技IPO落地意味着A股具身智能“第一股”即将诞生，有望系统性抬升国产机器人产业链的估值中枢。值得关注的是，近期机器人行业催化密集，此前优必选超仿生机器人引发关注，U1预定量超1.3万台。海外方面，英伟达京沪深全线扩招机器人研发；特斯拉机器人量产也渐行渐近。

野村研报指出，特斯拉已将Optimus Gen 3的弗里蒙特产线年化产能目标从此前的5万台上调至约7万台，并计划于2028年在奥斯汀新增约7万台产能，长期合计产能目标指向150万台。华鑫证券认为，当前机器人板块整体位置整体适中，T链催化逐步推进，Optimus v3预计年中发布，看好板块持续性行情。

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