利好来了！两大板块异动！人形机器人概念股再度暴涨
<div class="txtinfos" id="ContentBody" style="margin-top:0;"><p style="display:none;height:1px;overflow:hidden;"><br /></p><!-- EM_StockImg_Start --><p style="display:none;height:1px;overflow:hidden;"><br /></p><!-- EM_StockImg_Start --><p style="text-align:center;"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1184" data-code="BK1184|90|1" data-code2="BK1184|90|3|" class="EmImageRemark" target="_blank"><img src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=90.BK1184&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1" border="0" alt="K图 BK1184_0" data-code="K BK1184|90|1" data-code2="K BK1184|90|3|" style="border:#d1d1d1 1px solid;" width="578" height="276" /></a></p><!-- EM_StockImg_End --><p style="text-align:center;"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK0438" data-code="BK0438|90|1" data-code2="BK0438|90|2|" class="EmImageRemark" target="_blank"><img src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=90.BK0438&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1" border="0" alt="K图 BK0438_0" data-code="K BK0438|90|1" data-code2="K BK0438|90|2|" style="border:#d1d1d1 1px solid;" width="578" height="276" /></a></p><!-- EM_StockImg_End --><p> 两大板块异动！<br /></p><p> 10月20日，临近午盘时分，<span id="bk_90.BK0438"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK0438" class="keytip" data-code="90,BK0438">食品饮料</a></span><span id="bkquote_90.BK0438"></span>板块异动拉升，<span id="stock_1.603696"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.603696" class="keytip" data-code="1,603696">安记食品</a></span><span id="quote_1.603696"></span>直线涨停，<span id="stock_0.300908"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.300908" class="keytip" data-code="0,300908">仲景食品</a></span><span id="quote_0.300908"></span>、<span id="stock_0.300997"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.300997" class="keytip" data-code="0,300997">欢乐家</a></span><span id="quote_0.300997"></span>、<span id="stock_0.920786"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.920786" class="keytip" data-code="0,920786">骑士乳业</a></span><span id="quote_0.920786"></span>、<span id="stock_1.605179"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.605179" class="keytip" data-code="1,605179">一鸣食品</a></span><span id="quote_1.605179"></span>等纷纷跟涨。</p><center><img src="https://np-newspic..com/download/D24890332583418838012_w647h846.jpg" alt="图片" class="rich_pages wxw-img js_insertlocalimg" width="580" /></center><p> 消息面上，国家发改委国民经济<span id="bk_90.BK1217"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1217" class="keytip" data-code="90,BK1217">综合</a></span><span id="bkquote_90.BK1217"></span>司副司长左刚今日在新闻发布会上表示，下一步，国家发改委将会同有关部门以更大力度更实举措有效扩大内需。其中提到，坚持惠民生和促消费相结合，大力提振消费，统筹促就业、稳增长、稳预期，合理提高公共服务支出占财政支出比重，推动商品消费扩容升级，扩大养老消费，促进文化演艺、旅游服务、体育赛事等产业发展，清理取消消费不合理限制性措施。</p><p> 当天盘中，人形<span id="stock_0.300024"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.300024" class="keytip" data-code="0,300024">机器人</a></span><span id="quote_0.300024"></span>概念股也集体异动，<span id="stock_0.300115"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.300115" class="keytip" data-code="0,300115">长盈精密</a></span><span id="quote_0.300115"></span>、<span id="stock_0.002164"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.002164" class="keytip" data-code="0,002164">宁波东力</a></span><span id="quote_0.002164"></span>、<span id="stock_1.603119"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.603119" class="keytip" data-code="1,603119">浙江荣泰</a></span><span id="quote_1.603119"></span>、<span id="stock_1.603386"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.603386" class="keytip" data-code="1,603386">骏亚科技</a></span><span id="quote_1.603386"></span>等直线涨停。截至午间收盘，30多只人形<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/0.300024" class="em_stock_key_common" data-code="0,300024">机器人</span>概念股涨停或涨超10%。</p><center><img src="https://np-newspic..com/download/D24738546679099901097_w581h810.jpg" alt="图片" class="rich_pages wxw-img js_insertlocalimg" width="580" /></center><p> 工信部科技司司长魏巍19日在新闻发布会上表示，今年上半年，我国人形<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/0.300024" class="em_stock_key_common" data-code="0,300024">机器人</span>整机产品突破400款，产量超4万台，预计全年将突破10万台。他表示，下一步，将统筹发展和安全，按照“创新驱动、应用牵引、生态协同”的思路，以<span id="bk_90.BK1184"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1184" class="keytip" data-code="90,BK1184">人形机器人</a></span><span id="bkquote_90.BK1184"></span>为“小切口”，带动具身智能大产业发展，推动相关产品和服务加速落地应用，为科技兴商注入新的动能。</p><p> <span id="stock_0.000750"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.000750" class="keytip" data-code="0,000750">国海证券</a></span><span id="quote_0.000750"></span>指出，<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1184" class="em_stock_key_common" data-code="90,BK1184">人形机器人</span>处于技术突破、商业化落地初期，后续有望迎来量产空间，维持<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1184" class="em_stock_key_common" data-code="90,BK1184">人形机器人</span>行业“推荐”评级。</p><p> <span id="stock_1.601456"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.601456" class="keytip" data-code="1,601456">国联民生</a></span><span id="quote_1.601456"></span>证券认为，人形<span id="bk_90.BK1408"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1408" class="keytip" data-code="90,BK1408">机器人</a></span><span id="bkquote_90.BK1408"></span>行业竞争正由样机演示转向量产准备、开发生态与可复制场景验证。建议保持中长期关注、短期重视估值和交易风险。长期关注三条主线：一是具备真实订单和可复制工业场景的整机企业；二是进入量产链条的丝杠、驱动器及力控部件；三是形成模型、数据、推理与真机反馈闭环的平台型企业。</p><p style="text-align:center;"><atarget="_blank" href="https://acttg.eastmoney.com/pub/xxlout_khmbdfcfappnew_random_0007467a"><img src="https://np-newspic..com/download/D24832930842412850501_w690h389.jpg" class="em_handle_adv_close" /></a></p><p class="em_media">（文章来源：券商中国）</p> <!-- 正文中部 内嵌广告 -->
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