金吾财讯 | 机器人概念股普涨，截至发稿，小米集团-W(01810)涨4.97%，高伟电子(01415)涨4.89%，蓝思科技(06613)涨4.69%，三花智控(02050)涨4.23%，速腾聚创(02498)涨3.72%，优必选(09880)涨2.42%。消息面上， 中信建投发研报指，人形机器人产业发展趋势明确，情绪底部建议关注优质环节及后续Gen3定点、新品发布、量产指引。人形机器人产业国内外持续呈现积极变化，马斯克表示新一代灵巧手复杂度将进一步提升，小鹏期待2030年机器人销量超过100万台，Figure宣布F.02在宝马工厂为期11个月的部署成果，智元远征A2成功完成百公里跨省行走挑战，无论是产品迭代、还是商业化均在积极发展中。近期机器人板块回调较多，判断主要系市场风格及传言影响，我们认为产业链的企业研发、定点、新品发布仍在稳步推进，情绪底部建议关注优质环节及后续Gen3定点、新品发布、量产指引。
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