大行评级丨大和:重申优必选“买入”评级 管理层对仿真机器人业务发展感到乐观

格隆汇
Nov 17, 2025

大和发表研究报告指,由于优必选是全球仿真机器人市场的领先厂商,且近期的订单支持其仿真机器人的商业应用,因此重申其“买入”评级。优必选管理层对仿真机器人业务发展感到乐观。公司目标是在2027至28财年达到收支平衡,管理层强调,当仿人机器人的出货量达到1万个时,将可实现目标。管理层相信,基于现有的信用融资渠道,今年没有股权融资的计划。

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