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$国华(00370)$ 机器人概念最近是真的火爆，国华才更名港仔机器人不就好了，股价又涨了差不多30个点啦[开心]

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机器人概念最近是真的火爆，国华才更名港仔机器人不就好了，股价又涨了差不多30个点啦[开心]","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/434968974200936","repostId":2535719834,"repostType":2,"repost":{"id":"2535719834","kind":"news","pubTimestamp":1747123652,"share":"https://www.laohu8.com/m/news/2535719834?lang=&edition=full","pubTime":"2025-05-13 16:07","market":"us","language":"zh","title":"人形机器人行业观点更新：苹果公司积极研发多类型机器人产品，关注苹果机器人产业链","url":"https://stock-news.laohu8.com/highlight/detail?id=2535719834","media":"上海证券","summary":"主要观点1、苹果公司积极研发多类型机器人产品，同时招聘机器人工程师苹果公司正在研发多款机器人产品，其中包括一款可智能跟随用户移动的设备以及一款类似皮克斯吉祥物“顽皮跳跳灯”的桌面“智能台灯”。","content":"<html><body><article><p>（以下内容从上海证券《人形机器人行业观点更新：<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司积极研发多类型机器人产品，关注苹果机器人产业链》研报附件原文摘录）</p><p>主要观点</p><p>1、苹果公司积极研发多类型机器人产品，同时招聘机器人工程师</p><p>苹果公司正在研发多款机器人产品，其中包括一款可智能跟随用户移动的设备以及一款类似皮克斯吉祥物“顽皮跳跳灯（Luxo 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Junior）”的桌面“智能台灯”。与此同时，苹果也在扩大其机器人项目团队的规模，并招聘更多拥有机器人专业背景的工程师。2、苹果公司桌面机器人预计将在2026年或2027年推出，人形机器人有望在规划中在苹果开发的产品中，“桌面机器人”是其中一种类型。这种设备类似于将iPad与机械臂结合在一起，可以进行各种操作和交互。苹果公司管理层在2022年就批准此项目，并预计将在2026年或2027年推出。更长远的计划是，苹果可能在下一个十年内推出移动机器人，并可能在此基础上拓展成类人形机器人。3、关注3C领域转型机器人业务公司福立旺，或将有望受益于苹果机器人未来增量1）事件：①3月下旬，福立旺与华辰装备达成重要合作，双方一次性签约100台华辰新产品销售合同。华辰装备将在未来一年内向福立旺提供精密内螺纹磨床、高速外螺纹磨床及高速外圆磨床产品共计100台。②5月8日，福立旺高端精密组件研发生产基地项目在江苏昆山开工建设，此次项目总投资约20亿元，将聚焦高精密微型丝杆及小体积关节驱动件的研发，产品主要应用于机器人领域，项目建成后，预计年产值可达30亿元。2）福立旺转型人形机器人灵巧手零部件，有望打造公司第二增长曲线。公司利用在精密金属制造方面的技术积累和研发能力，向人形机器人灵巧手微型丝杠、腱绳、灵巧手弹簧、防松脱金钢防滑止滑垫片等零部件方向转型，通过向人形机器人零部件市场转型构建公司新的增长点，打造第二增长曲线。3）进展：目前，福立旺微型丝杠正处于研发送样阶段，客户目前也在有条不紊对接中。投资建议1）建议关注3C领域转型机器人业务相关标的：福立旺、长盈精密、领益智造等。风险提示人形机器人研发进展不及预期；人形机器人商业化落地不及预期；人形机器人潜在供应商环节竞争加剧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["00370"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":97,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/434968974200936"}