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A股異動丨機器人概念股繼續大漲 捷昌驅動、龍溪股份3連板
格隆匯 03-06 10:13

A股機器人概念股繼續大幅拉昇,其中,鼎捷數智逼近20cm漲停,雲內動力、森源電氣、泰豪科技、龍溪股份、富佳股份、捷昌驅動、科利爾等漲停。尤其是捷昌驅動、龍溪股份錄得3連板。消息上,近日,世界移動通信大會(MWC2025)上,中國移動、華爲、樂聚聯合發佈全球首款搭載5G-A技術的人形機器人。基於5G-A技術,人形機器人可實現大場景下高精度定位,且無需額外設備,可增強多機協作可靠性,拓展工業場景適用範圍。個股方面,奧比中光稱,公司已就相關產品/方案與部分人形機器人客戶進行適配;龍溪股份表示,人形機器人領域配套產品關節軸承仍處於研製或小批送樣、試驗階段。瑞銀研報指出,人形機器人公司股價未來三年受技術進步、商業化及客戶訂單影響。(格隆匯)

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