埃斯顿（02715）今日盘中股价大幅上涨23.57%，引起了市场的广泛关注。
消息面上，此次股价异动主要受到行业利好与公司强劲基本面的双重驱动。行业层面，特斯拉此前宣布将Model S和X生产线转为人形机器人专用产线，第三代人形机器人预计将于7-8月启动正式投产，这为机器人行业带来了积极的催化效应。公司层面，埃斯顿一季度归母净利润同比大幅增长674.64%，工业机器人出货量首次超越外资品牌位居国内第一，品牌机器人收入同比增长近50%。此外，公司推出的iER系列具身智能机器人已在汽车、电子、锂电等领域落地，进一步增强了市场对其未来发展的信心。
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