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機器人迎產業擴張期,板塊指數9月24日起升超70%
機器人板塊持續攀升,山東礦機7連板,五洲新春、巨輪智能4連板,人形機器人指數自9月24日累計上升76%。機器人產業近期不斷迎來催化劑,此前特斯拉展示Optimus最新一代靈巧手接球動作,2025年有望進入有限生產階段,特斯拉產業鏈向國內映射力度較大。同時華為、小鵬、寧德時代、長安汽車均有佈局機器人計劃,表明國內外人形機器人產業鏈已形成浪潮。中國本身是全球工業機器人產量最大的國家,擁有了完整的產業鏈條,工業機器人與數控機牀的集成應用是高端製造重要方向,政策頻出助力高端機牀國產化加速。浙商證券指出,2025年國際巨頭量產機器人、國內龍頭入局,AGI技術持續突破,人形機器人產業趨勢已成,預計從產業形成期過渡到產業擴張期,商業化落地可期。值得關注標的,及截至發稿升幅:具身智能浪潮+高端製造:機器人ETF(562500),+2.43%高端製造產業:機牀ETF(159663),+1.94%經濟復甦利好的新一代核心寬基:A500ETF基金(512050),-0.1%
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