智通财经APP获悉，越疆(02432)早盘涨超6%，截至发稿，涨5.16%，报64.2港元，成交额2.03亿港元。
消息面上，越疆此前发布2024年业绩。2024年公司实现营收为3.74亿元，同比增加30.3%；净亏损达9540万元，上年同期净亏损1.03亿元。营收增加主要由于制造业、零售业、医疗健康、STEAM教育以及科研行业的需求增长，带动六轴协作机器人及复合机器人的销量增加。
国泰君安国际指出，公司整体表现符合预期，营收增长与预期持平，净亏损因经营杠杆作用而减少。公司商业计划的主要焦点是其能否转型人形机器人，在协作机器人和人形机器人之间具有许多可转让的技术，包括其软件、机械零部件(控制器、谐波减速器)。公司估值仍然受到其在未来继续创新和交付新机器人产品能力的支持。
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