智通财经APP获悉，首程控股(00697)早盘跌超9%，截至发稿，跌8.51%，报2.15港元，成交额2.06亿港元。
消息面上，据上海证券报消息，今年春节档的机器人租赁基本上提前一个月已经订满，如果临近春节下单，价格可能从之前的几千元/天上涨到1万元/天，但机器人租赁价格却一路下跌。有机器人租赁从业者表示，目前不同厂商产品差异并不明显，主要是跳舞和不跳舞的机器人的区别，价格下行的核心原因在于供需关系缓解。京东提供的数据也显示，租赁价格大幅下调成为眼下机器人消费市场的重要趋势。
值得注意的是，首程控股参投的三家机器人企业亮相2026马年春晚。高盛最新研报中表示，马年春晚成为中国人形机器人技术的重要展示平台，宇树、诺特力、Magic Lab和Galbot等民营企业的机器人表演展现了硬件和全身控制的重大进步。但高度编排的表演难以充分评估其底层AI能力。
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