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A股異動丨匯川技術升超7% 機構指將充分受益於“具身智能”浪潮
格隆匯7月5日丨匯川技術(300124.SZ)早盤一度升14.58%,截至發稿,升7.40%,報70.99元,總市值1889億元。羣益證券研報指出,看好公司在機器人領域的領先佈局,給予“買進”評級。短期來看,公司歐洲匈牙利工廠建設項目啟動,正式邁入全球製造體系,同時北京、深圳等地出台機器人相關政策,明確發展機器人產業集羣,對公司有一定利好;長期來看,人口老齡化下機器替人經濟性逐步顯現,公司伺服系統、絲槓等機器人零部件產品均具備一定壁壘,有望充分受益於“具身智能”浪潮。

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