智通财经APP获悉，机器人概念股再度走高，截至发稿，来福谐波(03952)涨7.22%，报64.6港元；德昌电机股份(00179)涨5.5%，报20.9港元；华虹宏力(01347)涨5.32%，报150.4港元；优必选(09880)涨2.59%，报93.15港元。
消息面上，8月10日，宇树科技正式开启网上网下申购，发行价150.80元/股，发行市盈率219倍，预估上市市值约610亿元。业内人士认为，作为A股稀缺的人形机器人整机标的，宇树科技的超高估值引发市场激烈博弈，其上市不仅检验企业自身价值，更将重塑人形机器人赛道一二级市场估值体系与产业链发展格局。
国元国际认为，人形机器人产业正处于"技术突破—资本涌入—产品落地" 的关键窗口期。本周宇树科技IPO定价完成、蚂蚁灵波启动大额融资及梅卡曼德港股IPO获备案，分别从二级市场和一级市场印证了赛道的高景气度与资本吸引力。建议重点关注：核心零部件的供应商，整机厂商+AI 算法与软件平台企业。
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