智通财经APP获悉，机器人概念股普遍走高，截至发稿，越疆(02432)涨7.37%，报37.9港元；沃尔核材(09981)涨6.47%，报20.08港元；微创机器人-B(02252)涨6.2%，报25.36港元；卧安机器人(06600)涨5.62%，报114.1港元；三花智控(02050)涨3.17%，报30.6 港元。
消息面上，政府工作报告中提出，建立未来产业投入增长和风险分担机制，培育发展具身智能等未来产业。此前2月28日，人形机器人与具身智能标准化年会2月28日在北京召开，会上发布了《人形机器人与具身智能标准体系（2026版）》。值得一提的是，今年马年春晚，机器人火爆出圈，从表演到干活样样通。
华源证券认为，2026年人形机器人产业正迎来“1-10”的关键跨越，行业量产与出货预期修复或将带动产业链上游核心零部件环节深度受益，后续头部整机厂冲刺资本市场，相关标的有望迎来新一轮重新定价窗口。华金证券表示，随着机器人在春晚破圈，机器人正式从表演、科研迈入量产和实际落地场景中，商业化进程加速。
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