埃斯顿（02715）今日盘中股价大幅上扬，涨幅达5.60%，市场关注度显著提升。
消息面上，人形机器人产业迎来持续利好催化。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，其第三代人形机器人预计将于7-8月启动正式投产，行业量产预期明确，为相关产业链公司带来积极信号。
公司自身基本面同样表现强劲。一季度归母净利润录得9784万元，同比大幅增长674.64%。此外，公司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幅近50%。在经历前期因股东股份转仓引发的减持担忧和股价回调后，短期抛压得到释放，强劲的基本面与向好的产业趋势形成共振，吸引了资金重新进场。
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