智通财经APP获悉，东岳集团(00189)涨超6%，截至发稿，涨5.02%，报9.41港元，成交额7218.61万港元。
消息面上，近日，据券商中国报道，易方达基金近日在港股市场增持新材料龙头东岳集团，持股比例超过7%。东岳集团是全球最大的PTFE材料供应商，PTFE材料因其低成本和高性能，成为人形机器人赛道的关键材料。易方达基金此举被视为通过“卖铲子”逻辑，规避人形机器人赛道竞争激烈的问题。目前，许多基金经理在其重仓股中配置了PTFE材料供应商，显示出对人形机器人赛道的前景充满信心。
据了解，PTFE(聚四氟乙烯)材料因其独特的性能，在人形机器人中有多种重要用途，其中包括关节部位、传动系统(皮带和链条涂层、齿轮润滑)、电气绝缘(电线电缆绝缘、电路板绝缘)、表面防护(外壳涂层、防污与自清洁)以及密封部件(密封圈和密封垫)等方面。
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