智通财经APP获悉，蓝思科技(06613)涨近5%，截至发稿，涨4.34%，报24.04港元，成交额4665.51万港元。
消息面上，近日，蓝思科技发布投资者关系活动记录表，公司表示，目前已切入北美及国内多家头部机器人企业的供应链，关节模组、灵巧手、结构件已批量交付，人形机器人、四足机器人整机组装规模位居行业前列。预计今年人形机器人出货3000台以上，四足机器狗10000台，初步成为最大的具身智能硬件制造平台之一。2026年，预计实现人形机器人核心部件和整机组装规模翻番，2027年人形机器人与四足机器狗出货量稳居全球前列。
海通国际指出，蓝思科技作为智能终端全产业链平台型龙头，充分受益大客户创新周期，智能手机与电脑未来三年受益于大客户创新周期、业务可见度高、预计加速成长，人形机器人/AI服务器未来可期。据了解，公司此前取得越疆机器人10000台四足机器狗整机组装订单，并成为其主要部件供应商。
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