优必选(09880)今日盘中股价大涨5.06%,引起市场广泛关注。消息面上,优必选等知名机器人企业计划在2025年内推进人形机器人量产,这可能是导致该股价上涨的重要原因。
据券商报告,特斯拉、优必选、宇树科技、智元机器人等领先公司均计划在2025年发力人形机器人量产。其中特斯拉内部目标今年生产1万台Optimus机器人,2026年产能目标为10,000台/月,2027年达到100,000台/月。
对于机器人概念股,分析师普遍看好未来发展前景。预计2025年将成为人形机器人从概念向现实转变的关键时点,人形机器人将逐步投入实际应用领域,如工厂生产线等。优必选作为国内人形机器人领先企业之一,其量产计划获市场认可或是今日股价大涨的主因。
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