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　　首程控股（00697）盘中涨超8%，截至发稿，股价上涨7.24%，现报2.37港元，成交额3.81亿港元。

　　近日，首程控股旗下北京机器人产业发展投资基金宣布完成对松延动力数千万元人民币追加投资。这是继2024年3月首轮投资之后，基金再次加码支持松延动力。

　　今年上半年，首程控股实现收入约7.31亿港元，同比上涨36%；归母净利润3.39亿港元，同比上涨30%。

　　东吴证券指，公司今年上半年营收稳健增长，机器人产业布局加速。从产业投资维度看，2025年以来公司管理的多支产业基金已完成对多家核心企业的投资，目前投资版图已覆盖宇树科技、银河通用、星海图、松延动力等机器人产业链核心企业。考虑到公司主业稳健，叠加在人形机器人上的深入布局，维持公司“买入”评级。

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