金吾财讯 | 埃斯顿(02715)早盘脉冲上行，港股最高触及19.98港元，涨幅超6.6%，午后升幅收窄，最新报19.07港元，涨幅1.82%，成交额2.27亿港元。消息面上，国内制造业资本开支预期回暖，工业自动化赛道迎来β行情。埃斯顿作为本土工业机器人核心厂商，本体与核心零部件实现自主可控，产品覆盖新能源、汽车加工等主流下游场景，持续推进协作机器人、人形机器人前瞻布局，充分把握智能制造国产替代红利。另外，公司经营基本面迎来拐点，埃斯顿于2026年7月14日发布正面盈利预告，预计2026年上半年归属于母公司股东的净利润为人民币1.5亿元至1.8亿元，较去年同期的668.23万元大幅增长2,144.74%至2,593.68%；扣除非经常性损益后的净利润预计为6,000万元至7,500万元，较上年同期亏损1,760.28万元实现扭亏为盈，增长440.85%至526.07%；基本每股收益预计为人民币0.17元至0.21元，去年同期为0.01元。业绩大幅改善主要源于公司持续推进高质量发展策略及参股公司资产重组带来的收益。
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