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港股異動丨越疆(2432.HK)大漲約27% 升級推出新一代CRAF智能力控協作機器人
格隆匯 04-08 16:12
“協作機器人第一股”越疆(2432.HK)午後進一步拉昇,一度大漲26.8%至62.65港元,市值253億港元。消息面上,越疆近日升級推出行業領先的新一代CRAF智能力控協作機器人。CRAF系列採用力控一體化架構,成功升級了協作機器人力控感知能力,在力控和柔順性方面實現了前所未有的突破,特別是在高端製造和醫療應用領域展現了強大的市場潛力。業績方面,越疆2024年實現營收3.74億元,同比增長30.3%;經調整虧損淨額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。國泰君安認爲公司整體表現符合預期,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。畢馬威報告稱,人形機器人作爲具身智能的代表形態之一,市場前景廣闊。2024年全球人形機器人市場規模達到20.3億美元,預計到2029年將達到132.5億美元,年均複合增長率約45.5%。民生證券亦指。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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