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黃仁勛放話!人形機器人將成為主流,板塊又“嗨”了

由於成本較低,黃仁勛、馬斯克紛紛認為,人形機器人有望成為主流,售價可能比汽車還低。

受此影響,今日午後,A股人形機器人板塊快速拉昇,主力淨流入2.59億元。

其中,豐立智能20CM升停,鼎智科技升超8%,鳴志電器一度升停,江蘇雷利升超6%,夏廈精密、奧迪威、步科股份等升超5%。

黃仁勛、馬斯克紛紛看好

隨着技術的發展,人形機器人越來越受到人們的關注。

日前,英偉達CEO黃仁勛表示,在不久的將來,人形機器人有望成為大眾化設備,給各個行業帶來革命性的變化。

他表示,人形機器人的製造成本將低得驚人,可與廉價汽車的價格範圍相媲美。他預計,機器人的售價可能會在1萬-2萬美元。

與汽車行業相似,黃仁勛強調了機器人在某些環境中潛在的靈活性和多功能性。 

他認為,人形機器人可以處理危險、重複或乏味的任務,從而提高工作的效率和安全性。

此前,特斯拉CEO馬斯克也曾發表類似觀點。他透露,人形機器人Optimus的製造成本僅為特斯拉電動汽車的一半。

他還預計,Optimus的初始定價在2.5萬美元-3萬美元,且隨着時間的推移價格將進一步下降。

目前,特斯拉Model Y在美的售價已經下調至4.299萬美元,這或意味着,人形機器人的售價有望低於汽車。

展望未來,浙商證券認為,人工智能、新能源車、消費電子、工業機器人等領域龍頭廠商加持,預計2024年人形機器人行業或將進入小批量量產元年,產業化落地進度有望超預期。

相關公司成色如何?

近期,市場上財報主線明顯,人形機器人板塊的公司也發佈了2023年年報和一季報。

儘管部分公司淨利潤出現下滑,但整體上在分紅上都比較大方。

其中,豐立智能2023年營收4.29億元,同比增加 0.12%;歸母淨利潤2409.07萬元,同比減少46.34%。

2023年擬按每10股派發0.85 元,合計派發股利1020.85萬元。

今年一季度的營收9862.59萬元,同比增長17.98%;歸母淨利潤459.02萬元,同比下降42.74%。

鼎智科技2023年營收2.82億元,同比下降11.31%;淨利潤8055.14 萬 元,同比下降 20.15%。

2023年擬每10股派發4元,合計派發股利3841.76萬元,每10股轉增4股,不送紅股。

江蘇雷利2023年營收30.77億元,同比增長6.1%;歸母淨利潤3.17億元,同比增長22.44%。

2023年擬每10股派發5.6元,合計派發股利1.77億元。

夏廈精密2023年營收入5.28億元,同比增長1.97%;歸母淨利潤7174.04萬元,同比下降18.44%。

2023年擬每10股派發6.45元,合計派發股利3999萬元。

今年一季度的營收1.28億元,同比增長4.18%;歸母淨利潤1929.91萬元,同比增長5.37%。

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