智通财经APP获悉，机器人概念股跌幅扩大，截至发稿，德昌电机控股(00179)跌6.73%，报13.02港元；三花智控(02050)跌4.68%，报20.76港元；蓝思科技(06613)跌3.37%，报17.5港元；梅卡曼德机器人(09615)跌2.80%，报81.65港元。
消息面上，10月15日，宇树科技股价继续下挫，盘中低见404.03元再创新低，总市值跌穿1650亿元。小摩近日首次覆盖宇树科技，给予“减持”评级，设定2027年12月目标价300元。该行对人形机器人行业长期前景仍持建设性看法，并认可宇树的硬件平台与先发优势。但其认为，当前宇树估值已充分反映“完美执行”预期。
据科创板日报报道，2025年春晚带火的机器人租赁市场，曾让“一机难求”成为常态。然而今年以来，人形机器人的日租金大幅下跌，从去年年初的万元级“日薪”降至今年年初的2,000至3,000元。而当前人形机器人日租金已跌破千元。闲鱼等电商平台显示，有商家页面标注的宇树科技人形机器人租赁起步价已跌至289元/天。
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