港股异动|越疆一度涨近11% 大摩看好中国机器人市场规模增长潜力

格隆汇
Jun 24, 2025

越疆(2432.HK)盘中一度涨近11%,最高触及60.45港元。 消息面上,国家统计局周一公布的数据显示,5月份中国工业机器人产量同比飙升35.5%,达到69056台,而服务机器人产量跃升13.8%,达到120万台。 摩根士丹利发布研报称,2024年,中国在全球机器人市场所占份额为约40%。分析师预计,未来四年,中国机器人市场预计以平均每年23%的增幅快速增长,市场规模将从2024年的470亿美元增长至2028年的1080亿美元,足足翻一倍有余。 据悉,目前,越疆拥有 CRA、CR、CRS、MG400、M1Pro、Nova、Magician 七大系列20余款协作机器人,应用于工业制造、零售、医疗手术、STEAM教育、科研等领域场景。未来,随着机器人市场潜力持续释放,越疆有望率先享受行业红利。

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