機器人落地進入兌現期,首程控股(00697.HK)的雙主線價值正在重估
近日,智元機器人與宇樹科技分別中標中國移動杭州子公司總額達1.24億元的人形機器人採購項目,爲當前國內機器人訂單市場樹立了新的標杆;而在高端醫療場景,國產SHURUI蛇形臂單孔機器人完成全球首例胰十二指腸切除術,向世界展示了中國醫療機器人技術的新高度。多個重量級項目陸續落地,印證着“AI+具身智能”正從概念走向實用化。
值得注意的是,其中宇樹科技是首程控股重點關注的具身智能賽道公司。 早在6月26日,首程控股於首鋼園舉辦的機器人大會上,包括雲深處、星海圖、宇樹、鬆延動力等50+企業集體亮相,背後便是首程“機器人國家隊”級別的戰略集羣。此外近日,首程控股與興業銀行旗下“興業生活 App”達成合作,由北京首程機器人科技產業有限公司代理的機器人產品正式上線平臺,這也意味着公司作爲機器人產業生態重要推動者,在“連接技術與場景”層面的落地能力不斷增強。
此外,首程控股旗下REITs項目涵蓋寫字樓、園區、公寓、交通樞紐、停車場等多個城市高頻空間場景,本就是機器人最具商業化潛力的落地點。這類城市空間資產的稀缺性和穩定租金收益,爲首程機器人業務的試錯、優化和複製,提供了最紮實的“現金流土壤”和“場景實驗田”。
而往後,伴隨着機器人加速從“能看”走向“能用”,落地場景從B端擴展到C端,從展示中心走入產業一線。 在這場交付浪潮中,首程控股有望憑藉“左手REITs,右手機器人”的戰略佈局,被市場重新審視。
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