金吾财讯 | 机器人概念股普涨，截至发稿，卧安机器人(06600)涨4.47%，华虹半导体(01347)涨3.78%，极智嘉-W(02590)涨3.70%，高伟电子(01415)涨3.46%，优必选(09880)涨3.23%。
国泰海通发研报指，投融资市场需求旺盛，机器人供应链与产能扩张。1）融资需求增长：2026年1月14日，美国Skild AI获软银、英伟达领投14亿美元融资，押注通用机器人“大脑”；2026年1月12日，国内自变量机器人获字节跳动领投10亿元A++轮融资，集齐三大互联网巨头投资；租赁平台“擎天租”亦完成种子轮融资，商业模式加速跑通。2）供应链与产能扩张：蓝思科技近期已确定成为北美头部机器人客户首批核心供应商，头部模组已通过客户认证。根据Omdia报告，2025年全球人形机器人年度装机量在该年度新增约1.6万台，智元机器人年度人形机器人装机量位居全球厂商榜首，其后依次为宇树科技、优必选。Omdia预测，未来十年人形机器人市场将迎来指数级增长，到2035年全球出货量有望达到260万台。
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