港股异动 | 兆威机电(02692)涨超7% 一季度业绩披露在即 机器人灵巧手卡位核心赛道

智通财经
Apr 27

智通财经APP获悉,兆威机电(02692)涨超7%,截至发稿,涨7.43%,报66.3港元,成交额2473.71万港元。

消息面上,兆威机电此前宣布,董事会会议将于4月27日举行,以(当中包括)考虑及批准截至2026年3月31日止三个月的季度业绩及处理任何其他事务。本月初,公司曾发布公告称,计划参与竞买深圳市宝安区国有土地使用权,并投资约8亿元建设灵巧手及微型驱动系统产业园项目,进一步加码机器人板块布局、优化产能分布、提升公司在微型驱动与灵巧手领域的行业地位与市场占有率。

国泰海通证券此前指出,2025年7月推出新一代仿生灵巧手(DM17全直驱款与LM06连杆款),公司实现从灵巧手零部件生产到提供系统化产品的跨越,产品覆盖高精度与高负载不同场景。技术上实现4mm空心杯电机的小批量产,为灵巧手轻量化提供解决方案。此外,公司在机器人领域与银河通用、星海图、途见科技等12家企业签署战略合作,共建灵巧手生态,推动场景落地。公司有望在具身机器人行业中塑造第二增长曲线。

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