金吾财讯 | 机器人概念股集体走强，截至发稿，三花智控(02050)涨8.25%，极智嘉-W(02590)涨7.51%，第四范式(06682)涨4.71%，德昌电机控股(00179)涨4.56%，优必选(09880)涨4.26%，速腾聚创(02498)涨3.80%。消息面上，中信证券发布研报称，2025M1-M9，在整机厂量产加速的推动下，核心元件创新迭代、目标场景试点落地——产业生态呈现出交融互通、多点开花的特点。特斯拉Optimus项目完成换帅，引领新兴世界模型技术路线。此外，国内各地积极落地具身智能数据采集工厂，Figure展示人类视频训练成果。随着具身智能大模型的持续精进，产业有望加速驶向商业化彼岸。该行持续看好具身智能机器人板块，认为该板块有望成为未来 5-10年最重要的科技产业机会之一。东方证券指出，人形机器人进入量产前夕，国内外景气度共振。该机构看到近期海外龙头与国内龙头企业都提出了量产的展望，且行业内多次出现亿元级别的大订单，该机构认为人形机器人板块正在进入量产前夕，且明年的量产阶段或将出现国内和海外的产业共振，为零部件环节带来投资机会。
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