港股异动 | 机器人概念多数上扬国内外产业端催化密集机构称人形机器人商业化落地可期

智通财经

Sep 12, 2025

智通财经APP获悉，机器人概念股多数上扬，截至发稿，优必选(09880)涨5.1%，报115.3港元；首程控股(00697)涨3.45%，报2.4港元；越疆(02432)涨3.63%，报54.2港元；极智嘉-W(02590)涨2.8%，报22.8港元；三花智控(02050)涨1.6%，报32.96港元。

消息面上，工业和信息化部办公厅、民政部办公厅公布智能养老服务机器人结对攻关与场景应用试点项目名单。根据名单，此次试点围绕情感陪护、康复支持、生活照料、移乘转运、辅助行走等10类应用场景，共包含32个智能养老服务机器人项目。另据报道，马斯克在参加All-In科技峰会时表示，Optimus 3人形机器人将拥有接近人类的手部灵巧性，每台成本预计最低约2万美元（约合人民币14.24万元），并强调这将是影响人类历史的重大产品。

上海证券指出，近期国内外产业端迎来密集催化，产业潮起入局者明显增多，国内华为、字节、比亚迪、小米、广汽、蚂蚁等车企、科技厂商纷纷加码具身智能，海外特斯拉、1X、Figure AI等加速商业化量产步伐，该行认为DeepSeek人工智能公司的涌现推动通用机器人大模型的发展，助力人形机器人实现具身智能，人形机器人产业链进入“百花齐放，百家争鸣”阶段，目前人形机器人进入工业场景，已经成为国内外确定性较高的应用趋势，人形机器人商业化落地可期。

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