港股市场今日午后呈现活跃态势，机器人概念股集体拉升。其中，首程控股（00697）表现抢眼，盘中大涨7%，引发投资者关注。
据市场数据显示，首程控股并非孤军奋战。同属机器人概念的多只个股均呈现强势上涨态势。德昌电机控股（00179）涨幅超过11%，位居板块涨幅榜首；微创机器人-B（02252）紧随其后，涨幅超过9%；力劲科技（00558）、极智嘉-W（02590）等股票也有不俗表现，涨幅均在7%以上。
分析人士指出，机器人板块的集体走强可能与行业基本面改善有关。国金证券最新研报显示，2025年上半年机器人板块主营业务表现良好，近九成公司实现盈利。同时，机器人技术迭代速度加快，电机、减速器等核心部件也出现显著变化。此外，机器人商业化进程加速，订单规模明显扩张，为整个行业带来积极影响。市场普遍认为，随着新技术迭代和零部件供应链的完善，机器人板块有望在下半年继续保持强劲增长势头。
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