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人形机器人概念股局部走强 兆威机电（02692）涨11.52% 机构称看好板块迎来确定性行情

金吾财讯
Nov 04

金吾财讯 | 人形机器人概念股局部走强，截至发稿，五一视界（06651）涨12.38%，兆威机电（02692）涨11.52%，埃斯顿（02715）涨4.21%，均胜电子（00699）涨3.81%，仙工智能（06106）涨2.74%，云迹（02670）涨2.91%，盛业（06069）涨2.46%，三花智控（02050）涨2.33%，高伟电子（01415）涨1.84%，诺比侃（02635）涨1.82%，华沿机器人（01021）涨1.77%，本末科技（06731）涨1.04%。华鑫证券表示，Optimus产能快速爬坡中，叠加国家政策扶持、国产链宇树、小鹏等催化，看好人形机器人板块迎来确定性行情。建议优先布局T链及国产链确定性标的，受益于产能爬坡有望带来订单增长；同时关注具备核心零部件研发能力、适配人形机器人量产需求的优质企业，把握板块贝塔机会。国信证券表示，人形机器人产业正处于高速发展阶段，随着相关技术的不断突破和产业链的完善，预计未来人形机器人将凭借其高度的智能化与灵活性，创造出更为多元的应用场景，极大地拓宽市场覆盖范围，进一步释放巨大商业价值与发展潜力。考虑到成本、需求以及容错等因素，预计人形机器人将最先在工业等场景中开展示范应用，随后经过技术迭代优化和成本下降，逐步渗透到其他应用场景。展望未来，人形机器人的发展将更加注重个性化，消费者可以根据自己的需求和喜好，定制不同功能、外观和性能的人形机器人；这将使人形机器人更加普及化和个性化。

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