近日，首程控股(0697.HK)公布2025年第三季度业绩，并同步宣布被投企业宇树科技已正式完成IPO辅导工作，距离A股“人形机器人第一股”更进一步。该事件被视为首程控股机器人投资布局的重要里程碑。 财报显示，首程控股前三季度收入同比增长30%至12.15亿港元，归母净利润同比增长22%至4.88亿港元，延续稳健增长趋势。公司现金及理财资产增至85.5亿港元，资产负债率保持在31.5%的健康水平。基于充裕的资金实力和对未来发展的信心，公司宣布将在未来三年内实施10亿港元股份回购计划，以提升股东回报并增强市场信心。 与此同时，首程控股重点投资企业——宇树科技已由中信证券完成IPO辅导，云深处也宣布完成股改。其中，宇树科技作为全球领先的人形与具身智能机器人公司，其上市进程加速被视为推动产业链估值提升的关键催化剂，也将为首程控股带来潜在的资本化回报。 随着机器人产业进入加速落地期，首程控股在“投资+场景应用”双驱动下的增长路径愈加清晰。市场普遍预期，2026年将成为公司机器人业务与投资收获的关键一年。
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