金吾财讯 | 机器人概念股表现强势，截至发稿，越疆(02432)涨5.64%，优必选(09880)涨3.39%，德昌电机控股(00179)涨2.37%，港仔机器人(00370)涨2.53%，地平线机器人-W(09660)涨2.63%，三花智控(02050)涨1.74%。消息面上，国海证券发布研报称，灵巧手作为人形机器人核心部件，其技术突破直接决定商业化落地进程。根据测算，2025年和2030年全球人形机器人灵巧手市场规模将分别达9亿元和376亿元，5年复合增速高达110%。厂商的量产计划将推动产业链各环节快速发展。该行认为机器人行业产业趋势较强，维持行业“推荐”评级。国信证券发布研报称，目前多数人形机器人产品已逐步完成基本功能实现阶段(基础运动、轻负载)，但距大规模商用和家用场景落地仍有一定提升空间，预计后续迭代的方向主要围绕软(模型泛化能力)和硬(方案优化升级)，以及软硬件的耦合等方面。硬件方面，该行预计后续的迭代方向主要包括高负载、轻量化、高散热和低能耗、稳定性和灵活性、低成本等方面去做的进一步迭代升级。
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