港股异动 | 机器人概念股今日回暖 中国产业链出货份额达97% 大摩大幅上调出货预期

智通财经网
7 hours ago

智通财经APP获悉,机器人概念股今日回暖,截至发稿,云迹(02670)涨23.38%,报100.0港元;来福谐波(03952)涨9.85%,报51.3港元;优地机器人(03231)涨6.29%,报40.2港元;兆威机电(02692)涨3.53%,报38.1港元。

消息面上,摩根士丹利最新发布的行业研报显示,2026年上半年,全球人形机器人产业步入爆发式增长轨道,相关市场规模按年激增272%。2026年上半年,中国供应商占全球人形机器人出货量的比例超过97%;从需求侧来看,中国本土应用场景与客户需求占据了全球总需求的85%以上。摩根士丹利中国工业团队将2026年中国人形机器人出货量预测由此前的2.8万台显著上调至5万台,上调幅度接近80%;到2030年,中国人形机器人出货量将攀升至44.6万台。

浙商证券指出,海外端,三、四季度为特斯拉人形机器人产能爬坡关键验证期;国内端,宇树科技已实现上市,国产机器人产业链有望与海外供应链形成双向共振,建议持续关注产业趋势对应的核心标的。

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