港股异动 | 港仔机器人(00370)盘中涨超13% 订单驱动有望加速人形机器人商业化
智通财经网·2026-01-07 02:09

Core Viewpoint - The collaboration between 港仔机器人 and the Hong Kong Logistics Robot Research Center marks a significant advancement in the field of humanoid bipedal robots, focusing on practical applications in various service sectors [1] Company Summary - 港仔机器人 experienced a stock price increase of over 13% during trading, currently up by 5.62% at HKD 0.94, with a trading volume of HKD 4.4342 million [1] - The company has signed a memorandum of cooperation with the Hong Kong Logistics Robot Research Center to advance embodied intelligence technology in commercial, hotel, and home service scenarios [1] - 港仔机器人 previously secured an order agreement for no less than 1,000 units with Hong Kong Tonghong Security, with a total contract value of RMB 300 million, which is currently in the delivery phase [1] Industry Summary - Citigroup's research indicates that global humanoid robot production is expected to enter an exponential growth phase by 2026, with production anticipated to at least double compared to 2025 [1] - The growth trajectory across the industry chain is clear, with high-value core components and rigid demand, accelerating order and mass production for complete machine enterprises [1] - The industry is transitioning from technology validation to large-scale production, presenting high certainty for long-term investment value [1]