金吾财讯 | 机器人概念股多股扬升，截至发稿，蓝思科技(06613)涨6.14%，沃尔核材(09981)涨4.60%，极智嘉-W(02590)涨3.21%，瑞声科技(02018)涨3.21%，地平线机器人-W(09660)涨2.80%，舜宇光学科技(02382)涨2.65%。
消息面上，昨日(4月19日)2026北京亦庄半程马拉松暨人形机器人半程马拉松赛事引发社会广泛关注，夺冠参赛机器人成绩超过人类半程马拉松世界纪录57分20秒。
国金证券表示，26年是人形机器人0-1兑现的重要节点。特斯拉链预计26Q2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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