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刷新A股紀錄!機器人大牛股9連板,行業迎來密集催化

近期,機器人行業迎來密集催化,相關個股今日集體大漲。

截至午間收盤,上緯新材斬獲9連板,機器狗個股建設工業3連板,長盛軸承漲超17%,萬達軸承、德邁仕漲超10%,臥龍電驅、金髮科技、四川金頂、新安股份漲停,中大力德漲超9%,江蘇雷利、兆威機電、萬馬股份漲超4%。

利好頻出

近期,機器人行業資本化、商業化進程提速。

此前,智元機器人入股上市公司上緯新材,引發市場對其借殼上市猜想。

受此刺激,上緯新材股價連續9個交易日一字漲停,刷新A股20CM連板紀錄,期間累計漲超416%,最新報40.16元/股,總市值達162億元。

在此期間,中大力德累計漲超59%,長盛軸承漲超41%,南京聚隆漲超30%,恆工精密、偉創電氣、四川金頂、萬達軸承等漲超20%。

上週五,宇樹科技進入上市輔導階段,由中信證券擔任輔導機構。

輔導備案報告顯示,宇樹科技控股股東、實際控制人爲王興興,王興興直接持有公司23.8216%股權,並通過上海宇翼企業管理諮詢合夥企業(有限合夥)控制公司10.9414%股權,合計控制公司34.7630%股權。

同日,上交所官網顯示,節卡機器人股份有限公司的科創板IPO進展更新爲“已問詢”。

與此同時,行業持續取得大單突破,商業化探索逐步進入落地階段。

7月11日,智元機器人、宇樹科技聯合中標1.24億元(含稅)採購項目。

7月18日,優必選科技中標9051.15萬元機器人設備採購項目,爲目前全球人形機器人企業中標金額最大的採購訂單。

此外,優必選科技發文表示,天工行者已收穫百臺訂單,今年預計交付將超300臺。

多個大事件將至

接下來,機器人行業還有多個重磅事件催化。

7月23日盤後,特斯拉二季報將發佈,馬斯克或披露Optimus量產進展及供應鏈訂單信號。

7月26日至28日,將在上海舉辦的世界人工智能大會,3000餘項前沿展品集中亮相,涵蓋40餘款大模型、50餘款AI終端產品、60餘款智能機器人以及100餘款“全球首發”“中國首秀”的重磅新品,規模創歷屆之最。

8月8日至12日‌,2025世界機器人博覽會將於‌在北京舉辦。

8月14日至17日,2025世界人形機器人運動會將在北京舉辦,這是全球首個以人形機器人爲參賽主體的綜合性體育賽事。

因此,不論是從消息面上還是產業進展上,機器人板塊短期來看都值得保持重點關注。

中信建投指出,後續2025世界人工智能大會、2025世界機器人大會、2025世界人形機器人運動會等多項重磅活動均有望爲板塊帶來持續催化。

配置上,現階段應該不拘泥於“人形”深度挖掘“AI+機器人”的投資機會,比如傳感器、靈巧手、機器狗、外骨骼機器人、垂類應用端,這幾個方向一方面競爭格局較好,另一方面,都不以人形的放量爲必然前提,且能夠有持續的數據驗證。

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