9月2日，港股机器人概念股午后拉升，德昌电机控股涨超12%，微创机器人-B涨近11%，极智嘉-W、力劲科技涨超7%，首程控股涨超6%，优必选涨近5%。
国金证券指出，25H1&Q2机器人板块主业业绩向好，近九成公司实现盈利；机器人技术迭代速度加快，电机、减速器等部件边际变化较大。
此外，上半年机器人商业化进展加速，订单规模显著扩张。该行认为，下半年关注新技术迭代及零部件门票行情。门票行情方面重点关注特斯拉、智元、华为供应链，特斯拉链是最快进入小批量的供应链，Q2业绩说明会再次表明其量产规划无虞，预计供应链短暂停滞后将重新启动，H2各环节定点将陆续落地。
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