港仔机器人（00370）盘中涨超13%，截至发稿，股价上涨7.87%，现报0.96港元，成交额505.34万港元。
近期，港仔机器人与香港物流机械人研究中心正式签署合作备忘录，宣布在全尺寸人形双足机器人领域展开深度合作。双方将依托云脑操作系统，共同推进具身智能技术在商业服务、酒店服务及家庭服务等场景的落地试点。此次战略合作，是港仔机器人在香港本土具身智能机器人应用赛道领域又一重大市场推进，该公司曾于与香港通宏护卫签订不少于1000台订单采购协议，合约总额为人民币3亿元，目前已进入交付阶段。
花旗此前研报指出，2026年全球人形机器人产量将进入指数级增长阶段，预计至少较2025年翻倍。产业链各环节增长路径明确，上游核心部件单机价值量高、需求刚性，整机企业订单与量产进度加速，行业正从技术验证迈向规模量产，具备高确定性的长期投资价值。
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