研報掘金丨羣益證券(香港):予埃斯頓“買進”建議,看好公司機器人業務繼續成長
羣益證券(香港)研報指出,人形機器人新品發佈,埃斯頓擬申請香港上市。公司從工業機器人向具身智能領域拓展,2025年6月埃斯頓酷卓科技發佈第二代人形機器人Codroid02,全身自由度可達31個(不含靈巧手),在關節、系統、場景上取得突破。同時,公司主業穩健增長,2025年Q1國內工業機器人市佔率達10.3%,成爲首個市佔率登頂的國產機器人品牌。看好公司機器人業務繼續成長,對此給予公司“買進”的投資建議。
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