港股异动 | 力劲科技(00558)再涨超14% 人形机器人镁合金上量速度将快于汽车 公司助推机器人轻量化革命

智通财经
Aug 15

智通财经APP获悉,力劲科技(00558)再涨超14%,本周累计涨幅已超54%。截至发稿,涨14.19%,报5.31港元,成交额3.48亿港元。

消息面上,力劲科技近期与四家专精于镁合金和人形机器人研发的公司共同签署一份战略合作协议,正式启动镁合金人形机器人联合研发项目。该项目围绕“材料-结构-工艺”一体化创新,旨在突破传统机器人重量与强度瓶颈,实现结构轻量化与制造效率的双重革命。力劲科技将凭借其在镁合金成型领域的领先技术,为项目提供先进的成型设备和工艺解决方案,助力实现机器人结构的轻量化突破。

东吴证券指出,人形机器人镁合金上量速度将快于汽车,理由为:一是,ToB场景多为封闭式环境,耐腐蚀性要求较低,使得镁合金劣势被削弱,锻造件&半固态件均有应用空间;二是,ToC场景下,人形机器人零部件更为精细,体积重量小于汽车件,使得小吨位半固态成型机亦有应用空间;最后则是,镁合金减震、电磁屏蔽和散热更契合人形机器人,较铝合金和高强度高优势明显。

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