优必选今日盘中大涨7.87%,引发市场的关注。主要原因是深圳市政府发布政策大力支持机器人产业发展,作为国内领先的机器人制造商,优必选将直接从这一利好中获益。
深圳市当局印发《深圳市具身智能机器人技术创新与产业发展行动计划(2025-2027年)》,提出要在机器人关键零部件、智能芯片、感知技术等多个领域取得突破。计划到2027年,将培育超过10家估值过百亿、超过20家营收过十亿的机器人企业,实现50个亿元级别以上的应用场景,机器人产业规模达到1000亿元,产业集群企业超过1200家。
作为深圳本土机器人龙头,优必选有望充分受益于此次利好政策和行业快速发展。近期,优必选已在极氪汽车工厂内成功开展了全球首例多机协同作业实训,用超过30台Walker S1人形机器人实现了多场景、多任务的柔性生产线集成应用。这一里程碑式突破有望推动机器人产业向规模化商业应用加速演进。同时,优必选自主研发的机器人系统已实现超90%进口替代,拥有完全自主知识产权。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.