A股異動丨機器人概念股繼續強勢 五洲新春等10餘隻個股升停
A股機器人概念股繼續強勢上升,其中,寶通科技一字板封20cm升停,力星股份升超17%,漢宇集團、慈星股份等多股升超10%,五洲新春、上海機電、中鼎股份、萬里揚、富佳股份、科森科技等10餘隻個股升停,且五洲新春再創歷史新高。消息上,近期,機器人領域迎來多項重要進展。宇樹科技發佈的最新視頻展示了其機器人流暢自如的舞蹈表演,引發市場廣泛關注。此外,合肥靈童機器人有限公司及靈童機器人(成都)有限公司相繼成立,進一步推動了智能機器人產業的發展。北京即將舉辦的世界人形機器人運動會也將集中展現科技創新成果。國創中心的“天工”機器人實現了室外連續攀爬134級階梯的突破,展現了其在複雜地形中的出色性能。國金證券對人形機器人行業的研究指出,該領域已成為未來發展的確定性方向之一,獲得了政策、資金及科技龍頭的全方位支持,產業正快速推進。預計到2025年,人形機器人產業將以量產和DeepSeek為兩大關鍵詞。建議投資者關注價值量高、產能為王的絲槓(線性執行器)環節,機器人運動控制環節,以及國產機器人鏈本體(總成)代工環節。(格隆匯)

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