消息面上,人形机器人产业利好持续催化,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7-8月启动正式投产,行业量产预期明确。公司层面,一季度归母净利润9784万元,同比增长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近50%。此前股价因股东将5.27%股份转入Merrill Lynch Far East引发减持担忧而连续两日回调逾10%,短期抛压释放后,基本面与产业趋势共振推动资金重新进场。
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