智通财经APP获悉，三花智控(02050)午后股价一度急升，跌幅曾收窄至不足1%，现再度随市走低。截至发稿，跌3.11%，报29.9港元，成交额3.95亿港元。
消息面上，据特斯拉官方微博，特斯拉第三代人形机器人预计年中亮相，2026年7-8月启动正式投产，产品测试稳步推进，预计明年投入外部场景应用。此外，三花智控此前宣布，董事会会议将于4月29日举行，将考虑及批准公司截至2026年3月31日止三个月的未经审核第一季度业绩及其发布。
摩根大通此前研报指出，机械人业务方面，三花智控正从单一客户拓展至更广泛客户群，并自主研发执行器等核心零部件，对特斯拉机械人项目的沟通转趋审慎，反映商业关系的敏感性。该行认为，三花智控审慎的利润率及现金流管理、稳健的核心业务，以及机械人与数据中心等高增长领域的布局，将支持长期盈利及价值增长。
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