机器人概念早盘扬升翼菲科技(06871)涨33.51% 宇树科技科创板IPO注册生效

金吾财讯

Jul 07

金吾财讯 | 机器人概念早盘扬升，翼菲科技(06871)涨33.51%，范式智能(06682)涨11.13%，诺比侃(02635)涨7.05%，禾赛-W(02525)涨2.16%，来福谐波(03952)涨1.98%，五一视界(06651)涨1.63%，三花智控(02050)涨1.05%，埃斯顿(02715)涨1.03%。消息面上，7月6日，上交所官网显示，宇树科技股份有限公司（以下简称“宇树科技”）科创板IPO审核状态于7月2日变更为“注册生效”。公开资料显示，宇树科技成立于2016年，专注于高性能通用人形机器人、四足机器人、机器人组件及具身智能模型的研发、生产和销售业务。2025年，该公司人形机器人出货量已超5500台（纯人形，不含轮式双臂机器人），出货量为全球第一。中信建投证券研报指，人形机器人边际催化不断，看好板块持续性。物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，产业发展趋势明确。头部厂商积极推进人形机器人在工业、商业等场景下的应用；随着机器人泛化水平提高，预计其落地场景将进一步扩大，2026年有望成为人形机器人垂类应用大年。龙头量产有序推进，且供应链量产量纲指引逐步清晰，其放量节奏得以验证。后续V3产品发布、量产应用值得密切关注。此外国产机器人公司新品发布、IPO推进、应用落地持续为板块行情带来催化，看好板块行情表现，建议聚焦优质环节。

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