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港股異動丨越疆大漲超20%重回10日均線上方 機器人創新與交付驅動估值重估
格隆匯 04-01 16:44

“協作機器人第一股”越疆(2432.HK)今日尾盤大幅拉昇,最終收漲20.64%報73.65港元,一舉收復近一週失地,重回10日均線上方,年內累漲超2.1倍;全天成交12.8億港元,最新市值297.69億港元。越疆近日發佈2024年業績報告,期內實現營收3.74億元,同比增長30.3%;淨利潤虧損9536萬元,虧損同比收窄7.6%;公司經調整虧損淨額爲3650萬元,同比收窄55.4%。營收增加主要由於製造業、零售業、醫療健康、STEAM教育以及科研行業的需求增長,帶動六軸協作機器人及複合機器人的銷量增加。國泰君安發研報稱,公司整體表現符合預期,營收增長與預期持平,淨虧損因經營槓桿作用而減少。公司經營戰略以“協作機器人智能化升級+具身AI機器人創新”爲核心,商業計劃的主要焦點是其能否轉型人形機器人。在協作機器人和人形機器人之間具有許多可轉讓的技術,公司估值仍然受到其在未來繼續創新和交付新機器人產品能力的支持。民生證券認爲,人形機器人集成人工智能、高端製造、新材料等先進技術,有望成爲繼計算機、智能手機、新能源汽車後的顛覆性產品,將深刻變革人類生產生活方式,重塑全球產業發展格局。當前人形機器人產業奇點已至,產業化關鍵瓶頸正在打開,2025年有望成爲人形機器人量產元年。(格隆匯)

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