订单狂飙,概念股飞涨!人形机器人真要爆发?闫维新:规模落地任重道远

时代周报
Oct 04, 2025

亿元级订单密集落地,百亿规模基金加速入场,投融资与 IPO 不断涌现,资本市场的追捧推动相关概念股轮番飞涨。2025年,人形机器人产业正迎来前所未有的集体高光时刻。9月29日,优必选再度签下3000万元人形机器人大单,总订单金额逼近4.3亿元。更早之前,7月11日,中国移动旗下中移(杭州)信息技术有限公司的人形双足机器人代工服务采购项目在业内引发关注,项目预算高达1.24亿元,成为国内迄今最大单笔...

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