金吾财讯 | 机器人概念股盘初普涨，兆威机电(02692)涨7.69%，极智嘉-W(02590)涨6.69%，地平线机器人-W(09660)涨6.01%，理想汽车-W(02015)涨5.63%，中芯国际(00981)涨4.94%，卧安机器人(06600)涨4.57%，德昌电机控股(00179)涨3.75%，商汤-W(00020)涨3.52%，华虹半导体(01347)涨3.30%，越疆(02432)涨3.27%。消息面上，TrendForce集邦咨询发布人形机器人深度研究报告表示，2026下半年全球人形机器人产业将进入商业化的关键期。其中，中国厂商锁定的商用化目标与场景逐渐明确，并积极提升产量，预估将激励2026全年中国人形机器人市场产量年增高达94%。
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