港股异动丨越疆(2432.HK)大涨约27% 升级推出新一代CRAF智能力控协作机器人
“协作机器人第一股”越疆(2432.HK)午后进一步拉升,一度大涨26.8%至62.65港元,市值253亿港元。消息面上,越疆近日升级推出行业领先的新一代CRAF智能力控协作机器人。CRAF系列采用力控一体化架构,成功升级了协作机器人力控感知能力,在力控和柔顺性方面实现了前所未有的突破,特别是在高端制造和医疗应用领域展现了强大的市场潜力。业绩方面,越疆2024年实现营收3.74亿元,同比增长30.3%;经调整亏损净额3650万元,同比收窄55.4%。营收增加主要由于制造业、零售业、医疗健康、STEAM教育以及科研行业的需求增长,带动六轴协作机器人及复合机器人的销量增加。国泰君安认为公司整体表现符合预期,公司估值仍然受到其在未来继续创新和交付新机器人产品能力的支持。毕马威报告称,人形机器人作为具身智能的代表形态之一,市场前景广阔。2024年全球人形机器人市场规模达到20.3亿美元,预计到2029年将达到132.5亿美元,年均复合增长率约45.5%。民生证券亦指。当前人形机器人产业奇点已至,产业化关键瓶颈正在打开,2025年有望成为人形机器人量产元年。(格隆汇)

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