A股異動丨機器人概念股繼續大漲 固高科技20cm漲停 新時達錄得5個一字板
A股機器人概念股繼續大漲,其中,固高科技、依米康、天璣科技均錄得20cm漲停,雙飛股份漲近18%,泰爾股份、新時達、潤建股份、泰豪科技等多股漲停,另外,新時達錄得5個一字板,潤建股份錄得3連板。上海證券指出,當前人形機器人產業已邁入"百花齊放"階段,DeepSeek等AI公司推動通用機器人大模型迭代,特斯拉Optimus、優必選Walker系列持續突破運動控制瓶頸。隨着機器人進入工業場景趨勢明確,諧波減速器、伺服電機、力覺傳感器等核心部件廠商迎來訂單放量窗口期。國金證券表示,在科技浪潮推動下,人形機器人成爲未來最爲確定的方向之一,獲得了國內外產業政策、政企資金以及科技龍頭的全方位加持,產業進入快速發展期。從產業發展節奏看,人形機器人產業2025年有望進入量產元年,2026年則迎來商業化爆發。(格隆匯)

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