异动解读 | 优必选股价盘中大跌5.26%,拟折价配售新股融资24亿港元

异动解读
Jul 22, 2025

7月22日,人形机器人领军企业优必选(09880.HK)股价盘中大跌5.26%,引发市场关注。消息面上,公司当日公告称拟以折价方式配售新H股,这可能是导致股价下跌的主要原因。

根据公告,优必选拟向不少于六名承配人配售约3015.55万股新H股,配售价为每股82港元,较上一交易日收盘价90.25港元折让约9.14%。公司预计通过此次配售净筹资约24.10亿港元,拟用于业务运营及发展,以及偿还相关金融机构授信业务项下款项。这一融资计划虽然有利于公司长远发展,但短期内可能对股价造成压力。

值得注意的是,尽管股价受到配售消息影响出现下跌,优必选近期在业务拓展方面频传捷报。公司recently中标了一笔金额高达9051.15万元的机器人设备采购项目,创下目前全球人形机器人企业公开的单笔中标金额新高。这显示出优必选在人形机器人市场的竞争力正不断增强,为公司未来发展奠定了良好基础。

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