港股異動丨機器人概念股拉昇 微創機器人一度衝高近17%
港股機器人概念股拉昇回暖,其中,微創機器人一度衝高近17%,地平線機器人漲超8%,速騰聚創漲超5%,高偉電子、優必選等跟漲。大摩指出,中國的人形機器人產業正呈現出加速發展的態勢,多數中國製造商計劃在2025年實現數百到數千臺的量產,隨着中國通過技術升級、設備國產化以及規模化生產,有望顯著降低人形機器人的製造成本,樂聚成本目標是2025年底進一步降至20萬。報告指出,除了“大腦”(即芯片)部分仍依賴於國外高端AI芯片外,幾乎所有的人形機器人身體部件都可以在中國國內生產。此外,大摩還強調,中國的人形機器人產業鏈企業普遍將“降本”視爲關鍵,而可擴展性、自動化水平和產量提升是降低成本的關鍵。(格隆匯)

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