异动解读 | 兆威机电盘中大涨7.51%,一季度业绩披露在即并加码机器人灵巧手项目

异动解读
Apr 27

兆威机电(02692)今日盘中股价大涨7.51%,引起了市场的广泛关注。

消息面上,公司董事会会议即将举行,以审议批准截至2026年3月31日止的第一季度业绩,市场对业绩表现抱有期待。此外,公司近期宣布计划投资约8亿元人民币,在深圳市宝安区建设灵巧手及微型驱动系统产业园项目,旨在进一步深化其在机器人领域的布局,优化产能并提升市场占有率。

国泰海通证券此前分析指出,公司已于2025年7月推出新一代仿生灵巧手,实现了从零部件供应商到系统化产品提供商的跨越。同时,公司已与银河通用、星海图等十余家企业签署战略合作协议,共同构建灵巧手生态圈,推动应用场景落地。这些举措被认为有望为公司打造在具身机器人领域的第二增长曲线,从而增强了投资者的信心。

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