智通财经APP获悉，兆威机电(02692)午后涨超10%，截至发稿，涨6.78%，报68.45港元，成交额1.33亿港元。
消息面上，随着国内外对机器人灵巧手研究加深，机器人灵巧手应用领域不断扩大，2025年全球机器人灵巧手市场容量将超86万只，2030年全球机器人灵巧手市场容量将达141.21万只。2025年全球机器人灵巧手市场规模将达19.21亿美元，2030年全球机器人灵巧手市场规模将突破30亿美元。
建银国际此前发布研报称，兆威机电为H股人形机器人灵巧手唯一标的。H股核心投资价值集中于三点：一是人形机器人灵巧手细分赛道龙头地位，受益于产业落地加速；二是H股市场中机器人核心零部件标的稀缺，具备独特配置价值；三是相较A股及H股同行业公司，估值处于合理区间，具备防御性优势。
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