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港股异动 | 力劲科技(00558)再涨超14% 人形机器人镁合金上量速度将快于汽车 公司助推机器人轻量化革命
智通财经网·2025-08-15 03:06

Core Viewpoint - Liken Technology (00558) has seen a significant stock increase of over 54% this week, driven by a strategic partnership focused on magnesium alloy humanoid robot development [1] Company Summary - Liken Technology's stock rose by 14.19% to HKD 5.31, with a trading volume of HKD 348 million [1] - The company has signed a strategic cooperation agreement with four firms specializing in magnesium alloys and humanoid robots, initiating a joint R&D project [1] - The project aims to innovate in "materials-structure-process" integration, targeting breakthroughs in the weight and strength limitations of traditional robots [1] Industry Summary - According to Dongwu Securities, the adoption rate of magnesium alloys in humanoid robots is expected to surpass that in the automotive sector [1] - The reasons include: 1. ToB scenarios often occur in closed environments with lower corrosion resistance requirements, mitigating magnesium alloy disadvantages [1] 2. In ToC scenarios, humanoid robot components are more intricate and lighter than automotive parts, allowing for the use of smaller semi-solid forming machines [1] 3. Magnesium alloys offer advantages in shock absorption, electromagnetic shielding, and heat dissipation, making them more suitable for humanoid robots compared to aluminum alloys [1]