智通财经APP获悉，埃斯顿(02715)盘中涨超13%，截至发稿，涨10.68%，报20.1港元，成交额4.05亿港元。
消息面上，6月5日晚，埃斯顿披露投资者关系活动记录表披露，公司海外业务主要布局欧洲、美洲及东南亚三大区域，其中欧洲作为公司近年来重点开拓的市场，已在欧洲多个国家设立分子公司并组建本地化管理团队。目前，公司已成功进入多个大型客户的供应商品牌名录，其中包括头部汽车零部件厂商、一般工业头部厂商。此外，根据MIR睿工业数据，2026年第一季度公司工业机器人市占率同比进一步提升，位居中国机器人市场出货量第一。
群益证券（香港）近期研报指出，公司正处于行业景气修复与平台能力升级的共振阶段一方面，国内工业机器人产量延续高增，公司出货量稳居中国市场第一，盈利拐点逐步显现；另一方面，公司通过港股上市、AI赋能产品、并购等措施来夯实竞争力，经营质量有望稳步提升。看好公司发展前景。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.