凯乐士科技升6%，纳入恒生AI指数迎配置窗口，公司产品体系完善且订单充足。
据悉，凯乐士科技聚焦智能场内物流机器人领域，主打多向穿梭车机器人、自主移动机器人、输送分拣机器人三大产品线，布局医药、新能源、汽车等多个行业的仓储物流智能化升级。今年5月底，公司正式发布VFR-CS3与VFR-CL4两款托盘立体仓储新品，进一步加码高密度仓储赛道。值得一提的是，近期凯乐士科技技获纳入恒生人工智能主题指数，有望迎资金配置窗口。
根据弗若斯特沙利文数据，预计到2030年，中国智能场内物流机器人市场规模将达4137亿元，2025-2030年复合年增长率保持15%以上，行业正迎来规模扩张与技术升级的双重红利。国泰海通证券认为，公司自研属性强，各类业务模式下自研机器人占比均保持90%以上。公司营收稳步增长，2025年营收达9.09亿元，截至2025年年底，公司待交付的机器人及系统总金额达22亿元，充足订单储备将为业绩增长形成有力支撑。
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