埃斯顿(02715)今日盘中股价大幅上涨5.16%，引起了市场的高度关注。
消息面上，近期多家知名公募基金对埃斯顿进行了密集调研，并释放出关于公司业务发展的积极信息。调研纪要显示，2025年中国工业机器人市场显著回暖，公司在汽车、电子、锂电等行业的渗透加快，订单需求得到提升。此外，公司计划在2026年推出全新一代iER系列智能化工业机器人产品，致力于构建“I+机器人”全栈技术链，展现了强劲的创新与增长潜力。
公司坚持全产业链战略，正积极拓展半导体、激光精密加工等高端应用领域，并通过供应链优化与精益管理来改善毛利率。海外市场方面，公司重点布局欧洲、美洲及东南亚，预计欧洲业务将实现大幅增长。面对行业竞争，公司策略转向聚焦高质量发展，放弃低价竞争，同时后服务市场保有量已超过10万台，正在打造的全生命周期服务体系有望成为新的业绩增长点。这些积极的业务进展和未来规划，共同提振了投资者信心，推动了股价的上涨。
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