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港股
详情
本页面由Tiger Fintech (Singapore) Pte. Ltd.提供服务
优必选
94.900
+2.100
2.26%
手动刷新
成交量:
1,718.56万
成交额:
16.10亿
市值:
419.46亿
市盈率:
-32.51
高:
94.950
开:
90.200
低:
90.200
收:
92.800
数据加载中...
总览
公司
新闻
公告
人形机器人“爆单”,哪些厂商正在抢占市场的先机?
电子发烧友
·
13小时前
机器人企业AB面:扎推“找钱”难解商业化之问
达摩财经
·
昨天
来了,江苏闯出一个机器人龙头,全国第一!
浪哥财经
·
昨天
优必选07月25日获主力大幅加仓1.7亿元
市场透视
·
昨天
宇树和智元,快把优必选挤下牌桌了
蓝鲸财经
·
昨天
建银国际:升优必选(09880)目标价至115港元 维持“跑赢大市”评级
智通财经
·
昨天
能自己单干也能群体协同 优必选推出全新工业人形机器人Walker S2
深圳商报
·
昨天
智元联手拿下国内首笔大订单:五年内必有产业突破,小学生30分钟学会操作
上观新闻
·
07-24
13家机器人企业扎堆港股上市为哪般?
21世纪经济报道
·
07-24
200亿融资背后,人形机器人真的站起来了吗?
投资者网-思维财经
·
07-24
亿元级订单砸下!机器人自换电池?固态电池“泼天富贵”降临?
上海有色网
·
07-24
宇树和智元,快把优必选挤下牌桌了
Ofweek光电信息网
·
07-24
每日卖空追踪 | 优必选 07月24日卖空量成交114.02万股,卖空比例为6.88%
市场透视
·
07-24
中证沪港深互联互通中小综合信息技术指数报4093.30点,前十大权重包含欧菲光等
金融界
·
07-24
夏佐全减持优必选98.55万股后承诺不减持,曾与周剑终止一致行动人协议
瑞财经
·
07-24
机器人概念股涨幅居前 优必选(09880)涨4.17% 机构料中国下半年将掀起“人形机器人热潮”
金吾财讯
·
07-24
港股异动 | 优必选(09880.HK)涨超3% 宣布推出全尺寸工业人形机器人Walker S2
智通财经
·
07-24
智元优必选发布新款机器人 特斯拉餐厅首日营收亮眼
DoNews
·
07-24
既能独立执行任务又能群体协同 深圳机器人“打工”技能又提升了
北京青年报官网
·
07-24
又一重量级低空经济产业联盟成立;优必选推出一款工业人形机器人|数智早参
每日经济新闻
·
07-24
更多
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07:50","pubTimestamp":1753487400,"startTime":"0","endTime":"0","summary":"2025年成为先进人形机器人的元年,全球制造商将陆续推出最先进的人形机器人。这是目前公开信息中业内单笔中标金额最大的人形机器人采购订单。高工机器人产业研究所数据显示,2024年宇树机器狗销量高达2.37万台,约占全球市场69.75%的份额;在人形机器人领域,宇树实现交付量突破1500台,是同期优必选交付量的150倍之多。姚淇元透露,2025年众擎机器人将有3款人形机器人产品发布。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072609371694bbad00&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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23:31","pubTimestamp":1753457488,"startTime":"0","endTime":"0","summary":"出品|达摩财经机器人企业开始扎堆“找钱”。与优必选相比,没能上市的人形机器人企业不得不从一级市场中寻求资金。成立于2015年的人形机器人企业达闼正是亟待资本输血的企业之一。7月15日,智元机器人宣布获得正大集团旗下正大机器人的战略投资。许多机器人企业将海外市场视作未来发展的重点市场之一。招股书显示,翼菲智能是一家专注于轻工行业的工业机器人企业。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250725233443a6c1f9e7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:02","pubTimestamp":1753437729,"startTime":"0","endTime":"0","summary":"近期,优必选中标了上海觅亿汽车公司机器人设备采购项目,金额高达9051万元。其中,谐波减速器小巧、控制精度高,多用于机器人的手指关节、腕部等对灵活度要求较高的部位。凭借技术实力,公司一举打破了日本谐波减速器巨头哈默纳科的垄断,2023年公司谐波减速器国内市占率达到15%,夺下国产厂商第一。除了人形机器人外,谐波减速器还有2个重要的应用领域:一个是工业机器人。“机器换人”的趋势下,我国工业机器人有望迎来快速发展。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250725185430a6c196a5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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优必选股价涨2.26%,报收94.90元,成交金额16.1亿元,换手率4.63%,振幅5.12%,量比0.98。优必选今日主力资金净流入1.7亿元,连续3日净流入,上一交易日主力净流入9257.9万元。近一年数据显示,该股主力连续3日净流入后,次日上涨概率为42.86%,平均涨幅为3.22%。该股近5个交易日上涨10.67%,主力资金累计净流入4.2亿元;近20日主力资金累计净流入5.4亿元,其中净流入天数为10日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250725164906a6c155c7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250725164906a6c155c7&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1183","BK1613","09880"],"gpt_icon":1},{"id":"2554754081","title":"宇树和智元,快把优必选挤下牌桌了","url":"https://stock-news.laohu8.com/highlight/detail?id=2554754081","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554754081?lang=zh_cn&edition=fundamental","pubTime":"2025-07-25 15:48","pubTimestamp":1753429711,"startTime":"0","endTime":"0","summary":"低交付量加上常年亏损,市场对优必选的商业化能力难免产生质疑。另外,在人形机器人的交付上,宇树更是碾压优必选。高工机器人产业研究所数据显示,2024年宇树机器狗销量高达2.37万台,约占全球市场69.75%的份额;在人形机器人领域,宇树实现交付量突破1500台,是同期优必选交付量的150倍之多。从市场热度、产品定价、应用场景再到量产交付和商业化,优必选正在被宇树、智元强势超越。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1753346328758183414","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK1183","BK1613","09880"],"gpt_icon":0},{"id":"2554882730","title":"建银国际:升优必选(09880)目标价至115港元 维持“跑赢大市”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2554882730","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554882730?lang=zh_cn&edition=fundamental","pubTime":"2025-07-25 10:41","pubTimestamp":1753411260,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,建银国际发布研报称,优必选近日进行了自2023年上市以来的第五次配股,计入股票数量的增加和更高的收入预测,该行上调集团目标价15%,由100港元升至115港元,维持“跑赢大市”评级。报告表示,优必选近期发布其旗舰产品 Walker S2 的更多细节,该行认为,此版本的升级满足了各种行业需求。同时,优必选一直在提升产能,预计8月起每月产量约200台。基于60-70万元人民币的平均售价,该行推断Walker S2在2025-2026年的收入可能达到5-15亿元人民币。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1321844.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["09880"],"gpt_icon":0},{"id":"2554787832","title":"能自己单干也能群体协同 优必选推出全新工业人形机器人Walker S2","url":"https://stock-news.laohu8.com/highlight/detail?id=2554787832","media":"深圳商报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554787832?lang=zh_cn&edition=fundamental","pubTime":"2025-07-25 00:52","pubTimestamp":1753375920,"startTime":"0","endTime":"0","summary":"7月23日,优必选宣布推出面向智能制造场景的全尺寸工业人形机器人WalkerS2,通过迭代的群脑网络2.0(BrainNet2.0)和搭载的自研全球首个专用于工业人形机器人本体的智能体技术Co-Agent,构建工业级人形机器人AI双循环,实现人形机器人单机自主和群体协同的螺旋式进化,在工作性能方面,以全球首创的自主换电技术实现7×24小时不间断作业。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202507253466878887.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1613","09880","BK1183"],"gpt_icon":1},{"id":"2553617783","title":"智元联手拿下国内首笔大订单:五年内必有产业突破,小学生30分钟学会操作","url":"https://stock-news.laohu8.com/highlight/detail?id=2553617783","media":"上观新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553617783?lang=zh_cn&edition=fundamental","pubTime":"2025-07-24 20:28","pubTimestamp":1753360114,"startTime":"0","endTime":"0","summary":"上海独角兽企业智元机器人与同业联手拿下国内行业的首笔大订单,旗下远征A2型号机器人将成为中国移动的“机器人员工”。智元机器人近期还拿下“珠海具身智能应用创新中心数采及展演机器人采购项目”,中标金额为1273.62万元。王闯直言不讳,去年智元机器人累计交付超1000台,初步完成量产验证,但商业化仍是一道需要跨越的门槛。智元机器人初步完成量产验证。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250724202927971c0858&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:34","pubTimestamp":1753356850,"startTime":"0","endTime":"0","summary":"据记者不完全统计,今年以来,至少有13家机器人公司向港交所递交上市申请,这批拟上市的企业中,有9家在今年6月递交了上市申请。赴港上市所需时间短,暂未盈利的机器人产业链公司在港股市场上市更容易获得资金。另外,几乎每一家计划赴港上市的机器人企业都会提到,本次募集的资金将用于公司补充一般营运资金,部分企业还提及债务偿还。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250724193649a6bfa061&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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半年百亿融资潮京东在人形机器人领域的密集投资是行业资本热度的一个缩影。京东在人形机器人领域的集中布局并非孤例。感知与交互技术的发展,则成为人形机器人企业差异化竞争的焦点。值得注意的是,技术的高比例复用成为人形机器人降本的关键。对于人形机器人商业化的前景,市场早已发生了分歧。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250724205332a4615f70&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:48","pubTimestamp":1753350483,"startTime":"0","endTime":"0","summary":"据悉,这是目前全球人形机器人企业中标金额最大的采购订单。7月8日,上纬新材公告披露,智元机器人拟通过收购上纬新材进入A股。固态电池“泼天富贵”有望降临随着订单落地,政策催化叠加资本赋能,人形机器人加速走向大规模量产。同时,公司半固态电池已陆续送样头部人形机器人公司。EVTank分析称,人形机器人将为锂电池尤其是固态电池带来新的增量市场,预计2025年人形机器人用锂电池的市场规模将超过1亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072417481094b8007f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:56","pubTimestamp":1753347360,"startTime":"0","endTime":"0","summary":"低交付量加上常年亏损,市场对优必选的商业化能力难免产生质疑。另外,在人形机器人的交付上,宇树更是碾压优必选。高工机器人产业研究所数据显示,2024年宇树机器狗销量高达2.37万台,约占全球市场69.75%的份额;在人形机器人领域,宇树实现交付量突破1500台,是同期优必选交付量的150倍之多。从市场热度、产品定价、应用场景再到量产交付和商业化,优必选正在被宇树、智元强势超越。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072417120894b7f019&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1753345846,"startTime":"0","endTime":"0","summary":"优必选北京时间07月24日,涨3.11%,卖空量成交114.02万股%,较上一交易日减少9.69%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250724172454a6bf60f5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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