智通财经APP获悉，埃斯顿(02715)涨超12%，截至发稿，涨11.71%，报20.8港元，成交额4.1亿港元。
消息面上，根据MIR睿工业数据，2026年第一季度埃斯顿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。此外，统计局日前公布了2026年5月份规模以上工业增加值数据。从具体产量数据来看，工业机器人5月产量达到101150套，同比增长27.9%；1—5月份累计产量424368套，同比增长28.1%。
群益证券（香港）此前研报指出，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、幷购等措施来夯实竞争力，经营质量有望稳步提升。
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