11月6日，蓝思科技涨超7%，消息方面：蓝思科技今日宣布，近日越疆机器人向蓝思科技下达10000台四足机器狗整机组装订单。据了解，该订单将在今年内完成交付。
蓝思科技董事长周群飞今日在广发证券主办的精品上市公司交流会上表示，蓝思科技在具身智能硬件制造领域已实现规模化交付，2025年人形机器人预计出货3000台、四足机器狗10000台以上，整机组装规模稳居行业第一梯队，已成为全球最大的具身智能硬件制造平台之一。根据蓝思科技公众号，近日，越疆机器人向蓝思科技下达10000台四足机器狗整机组装订单，此外，双方合作首款产品——全球首款家庭智能体机器人Rover X1，售价7499元，首发日全渠道领取消费券即突破5000份。
兴业证券研报指出，蓝思科技是全球精密制造平台化龙头，以消费电子业务为基石，以智能汽车、AI眼镜、人形机器人等业务为多元增长点。公司科技创新能力卓越，引领材料与技术变革；垂直整合产业链，智能制造能力突出；掌握龙头客户资源，受益于苹果、特斯拉、Meta等行业巨头订单释放。公司战略布局人形机器人核心部件及整机组装业务，拓展长期空间。该行看好公司业绩释放。
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