智通财经APP获悉，三花智控(02050)跌超5%，较年内高点已回撤逾两成。截至发稿，跌5.05%，报33.82港元，成交额5.33亿港元。
消息面上，高盛近期发布一份针对中国人形机器人供应链的实地调研报告。该机构称在11月3日至6日调研了九家中国机器人产业链企业，其中包括三花智控等多家市场热门公司。报告指出，这些机器人零部件公司正积极规划中国及海外产能，年化产能规划区间约10万至100万台机器人当量。对比高盛对2035年全球出货量138万台的预测，这一规划凸显出供应链对行业增长前景的乐观看法。报告也指出，其所调研的九家产业链公司，尚无任何一家证实获得确定性大额订单，也未能提供清晰的量产时间表。
据悉，今年10月才辟谣“获特斯拉50亿元机器人大单”传言的三花智控，正在基于其“热管理”核心技术布局机器人业务。据高盛研报，三花智控在泰国购买了约20万平方米土地，专项用于仿人机器人执行器组装，目前公司已启动泰国基地产能用于人形机器人。
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