| 2025 年 11 月 26 日 | | | --- | --- | | 赵旭东 | | | H70556@capital.com.tw | | | 目标价(元) | 123 | 公司基本信息 | 产业别 | | 电气设备 | | --- | --- | --- | | A 股价(2025/11/25) | | 104.39 | | 深证成指(2025/11/25) | | 12777.31 | | 股价 12 个月高/低 | 168.33/65.25 | | | 总发行股数(百万) | | 240.71 | | A 股数(百万) | | 207.34 | | A 市值(亿元) | | 216.44 | | 主要股东 | 深圳前海兆威 | | | | 金融控股有限 | | | | 公司(35.36%) | | | 每股净值(元) | | 14.15 | | 股价/账面净值 | | 7.38 | | | 一个月 三个月 | 一年 | | 股价涨跌(%) | -11.7 -14.3 | 39.9 | | 近期评等 | | | | 出刊日期 | 前日收盘 | 评等 | | --- | --- | --- | | ...

Group 1 - Elon Musk is working on the final design of the Optimus robot, focusing on hand flexibility, which is considered a major engineering challenge [1] - The third version of Optimus is expected to solve issues related to hand flexibility, possess an AI brain, and achieve mass production, which Musk claims is unmatched by competitors [1] - The development of the dexterous hand is a core focus for Tesla, with tactile sensors being a key component for optimization [1] Group 2 - Guohai Securities predicts that the humanoid robot industry will accelerate globally, driven by Tesla's Optimus, with the dexterous hand market expected to reach 900 million yuan in 2025 and 37.6 billion yuan by 2030, reflecting a compound annual growth rate of 110% over five years [2] - Zhaowei Electromechanical has released dexterous hands DM17 and LM06, with DM17 featuring a fully direct drive solution and 17 active degrees of freedom [3] - Longsheng Technology's dexterous hand is equipped with a compact and lightweight visual-tactile resistive multi-modal electronic skin [4]