金吾财讯 | 机器人概念表现分化，卧安机器人(06600)升18.71%，港仔机器人(00370)升4.44%，优必选(09880)升2.34%，地平线机器人(09660)升0.23%；跌幅方面，云迹(02670)跌3.17%，微创机器人(02252)跌1.62%，速腾聚创(02498)、三花智控(02050)跌逾1%，越疆(02432)跌0.8%。1月27日，腾讯集团高级执行副总裁、云与智慧产业事业群CEO汤道生在亚洲金融论坛上表示，中国机器人公司理应在资本市场获得更高估值。汤道生指出，中国激烈的竞争环境倒逼企业加速技术迭代与应用落地，这种在“真实场景”中打磨出的竞争力尚未被市场充分定价。国金证券指出，26年是人形机器人0-1兑现的重要节点。特斯拉链预计26Q1第一代量产产品发布，26H1供应链大批量产线建设完成，26M8开启大规模量产。国产链头部本体出货量规模有望从数千台跨越到数万台，应用场景主要来自于二开、导览、巡检等。在这个阶段，龙头公司供应链、技术都会趋于收敛。
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