【人形机器人迎来关键节点 概念股业绩最高增超21倍】2026年我国人形机器人产量有望突破10万台，这一数字的价值远不止单纯产能提升，更标志着中国人形机器人产业正式跨过产业化临界点。从业绩数据来看，按照半年报、预告净利润下限计算，2026年上半年净利润同比增长30%以上的人形机器人概念股有17只。奔图科技、*ST京化、方正电机预计净利润扭亏为盈。非扭亏股中，今年上半年净利润增速靠前的有埃斯顿、凯尔达、凌云光、智微智能、拓斯达等。埃斯顿预计上半年净利润为1.5亿元至1.8亿元，同比增长21.45倍至25.94倍。根据MIR睿工业公布的数据，2025年公司工业机器人在中国出货量首次超越外资品牌，位列中国市场第一。公司参股的埃斯顿酷卓开展人形机器人业务。从资金角度来看，据数据宝统计，截至7月20日收盘，7月以来融资净买入超千万元的人形机器人概念股有10只，其中融资净买入逾1亿元的仅5只，分别是中联重科、汇川技术、鑫宏业、上海电气、崇达技术。
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