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批量涨停！机器人迎“破晓时刻”，全年产量有望破10万台_我的网站
A | 7月21日午后，人形机器人概念股震荡反弹，征和工业（003033.SZ）涨停，鑫宏业（301310.SZ）、东微半导（688261.SH）、天准科技（688003.SH）均录得20CM涨停，欧科亿（688308.SH）、江苏北人（688218.SH）、扬杰科技（300373.SZ）、绿的谐波（688017.SH）等纷纷跟涨。
B |
Republican presidential candidates have been one-upping each other on abortion limits and bans, with participants in this week's GOP primary debate vowing to sign a federal ban on the procedure.
The Democrats' response has been to bury Republicans with their own words, including with a national ad the Biden-Harris campaign released Friday featuring clips of former President Donald Trump, Florida Gov. Ron DeSantis and Sen. Tim Scott of South Carolina pledging to stop abortion – by punishing women who have one, in Trump's case.
Since the 2022 Supreme Court decision taking away guaranteed abortion rights, both parties have elevated the issue in their campaigns. And both think it will be a winner for them in 2024.
"These guys showed us this week they don’t have a clue about the power of women," President Joe Biden said on social media, releasing his and Vice President Kamala Harris' new ad. "They are about to find out."
The campaign is spending $25 million to run the ad online and in the battleground states of Arizona, Georgia, Michigan, Nevada, North Carolina, Pennsylvania and Wisconsin.
Former Vice President Mike Pence, meanwhile, said during Wednesday night's debate in Milwaukee that he is a "champion for life" who would sign a ban on abortion after 15 weeks. When Nikki Haley, a former U.S. ambassador who also opposes abortion, countered that the votes aren't there in the Senate to overcome a filibuster, Pence shot back, saying, "Consensus is the opposite of leadership."
DeSantis, meanwhile, bragged about his signing of a six-week abortion ban in Florida, while Scott said he would back the 15-week ban. In April, Scott said in an interview with NBC News that he would sign "the most conservative, pro-life” legislation into law."
That's an approach that plays very well with the GOP primary electorate, which largely opposes abortion. A recent CBS/YouGov poll found that 68% of Republican voters think abortion should be illegal in all or most cases.
And Republicans – like Democrats – aren't shying away from the issue.
“I was very pleased to see them talk about abortion,” RNC Chairwoman Ronna McDaniel told Fox News the morning after the debate. “Democrats used that in 2022. ... If our candidates aren’t able to fend a response and put out a response, we’re not going to win. They’re going to do it again in 2024. And I thought all of them did a really good job on that.”
But since the June 2022 ruling Dobbs v. Jackson Women's Health Organization, the pro-abortion rights side has become newly energized. While anti-abortion forces have had success in the courts (the South Carolina state Supreme Court this week upheld a near-total ban on abortion), abortion foes have been losing consistently when the matter is put directly before voters – a troubling trend for anti-abortion forces ahead of what is expected to be a highly competitive 2024 election.
Since Dobbs, voters in California, Michigan and Vermont approved referendums to enshrine abortion rights in the state constitutions, unsurprising for three states where Democrats are in control. But in three red states – Kansas, Kentucky and Montana – measures to reject guaranteed abortion rights were defeated.
Further, Ohio voters overwhelmingly this month rejected a measure that would require a supermajority of 60% to pass a state constitutional amendment. That means abortion rights advocates will have a much easier time winning a referendum on the ballot this fall to ensure abortion rights. Polling shows strong support for that measure.
More problematic for Republicans going forward – at least from an electoral perspective – is a slate of referendums proposed for 2024 state ballots. In Arizona, Florida, Maryland, Missouri, New York and South Dakota, advocates are pushing for votes to protect reproductive rights. Abortion foes are trying to get referendums on the ballot in Iowa, Nebraska and Pennsylvania to prohibit abortion or to state clearly that the state constitution does not guarantee the right to abortion.
The fate of those ballot initiatives (should activists indeed get the signatures required to get them on the ballot) may be secondary to another factor: voter turnout.
In Arizona, a state Biden won by a razor-thin 10,457 votes, the referendum could spur pro-abortion rights voters to go to the polls – perhaps providing a critical difference for an incumbent president who, polling indicates, does not inspire excitement among Democrats. The same may well be true in Pennsylvania, a state Biden won by 81,660 votes – about 0.2% of the voting electorate.
"I think what we’ve seen here is across partisan lines, in red, blue and purple states, voters have made themselves clear – they want to protect reproductive freedom," says Ally Boguhn, spokesperson for NARAL Pro-Choice America. "I do think we're going to continue to see this as something that will drive them to the polls."
Republicans argue that forging ahead with abortion bans, taking advantage of the free-for-all created by the Dobbs ruling, will motivate their voters as well.
Cindy Dahlgren, a spokesperson for the Center for Arizona Policy, which opposes the referendum enshrining abortion rights, says there will be "plenty of reasons turnout will be high in 2024," including inflation and the fact that it is a presidential year.
The proposed Arizona referendum, she says, goes too far.
"It would make regulating abortion virtually impossible and that is not where Arizonans are on abortion and why abortion law should be set by lawmakers who can make changes to the law as needed," Dahlgren says.
But polling indicates that Democrats have an edge on motivating their voters around the abortion issue.
A Kaiser Family Foundation survey in May found that 30% of voters will cast a ballot only for a candidate who agrees with them on abortion. Broken down, that includes 46% of Democrats, 23% of independents, and 20% of Republicans, suggesting Democrats are more likely to make abortion rights a litmus test issue.
Further, Democrats have an edge among self-described independents in the poll, with 36% of independents saying Democrats more closely represented their views on abortion and 13% saying Republicans' views on the issue were closer to their own.
Mary Owens, communications director for SBA Pro-Life America, says the anti-abortion movement needs to learn the lessons from Ohio to win next year.
"So far, in all of the state battles, our side has failed to take this approach, allowing the left and pro-abortion industry and allies to define the effort," Owens says. "We must define the issues at stake early and often with a simple message."
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此番市场情绪回暖，由多重产业利好共同催化。政策端，近日国家地方共建人形机器人创新中心中试公共服务平台正式启用，该平台坐落于上海浦东张江机器人谷，构建研发试制、精密装配、全项测试、仓储交付一体化中试闭环，具备年产2000台整机、2000套核心精密组件能力。
产业落地层面，人形机器人在制造业产线的柔性作业能力持续得到验证。7月14日，小米技术发布小米机器人在小米汽车工厂的最新“实习”进展。机器人自攻螺母上件双侧作业成功率由90.2%提升至98%，新增的中控台侧盖板排序和料箱折叠回收任务成功率均达到90%，表明其正由单工站作业验证迈向多工站柔性操作及生产系统协同。
C | 产业化提速亦有数据印证。
D | 工业和信息化部党组成员、副部长柯吉欣近期透露，去年我国人形机器人产量约为2万台，今年上半年已超过4万台，预计全年将超过10万台。
E | 估值维度，万联证券最新研报数据显示，截至2026年7月17日，人形机器人指数PE（TTM）为30.26倍，近5年呈现出较为明显的下降趋势，2026年以来估值保持相对稳定。
F | 从估值分位数来看，人形机器人指数近5年历史分位仅在6%附近，近一年分位升至约23%，估值水平有所提升。 万联证券认为，人形机器人指数估值从长期看处于历史底部区域，短期有所修复但仍处于较低水平。当前人形机器人产业正处于从技术突破迈向规模化商业化的破晓时刻。供给端，特斯拉、宇树科技、智元机器人、优必选稳步推进量产节奏；需求端，人口老龄化与劳动力成本攀升形成长期驱动。同时随着政策与资本合力助推，AI大模型持续为机器人注入灵魂，人形机器人有望形成一个新兴产业，逐渐从B端走向C端，未来市场空间广阔。2026年是量产验证与场景落地的关键窗口。 国联民生证券同样认为，此前机器人板块大幅回调释放前期估值压力，但产业端商业化推进、资本加码与技术突破均呈加速态势，基本面与股价短期背离，建议把握回调带来的中长期配置窗口。 国金证券则判断，2026年是人形机器人“0-1兑现的重要节点”。特斯拉链年内第一代量产产品有望发布，供应链大批量产线建设完成，或将正式开启大规模量产。国产链方面，头部本体出货量规模预计从数千台跃升至数万台，应用场景覆盖文娱商演、科研教育、数据采集、导览导购等领域。该机构认为，在此阶段龙头企业供应链与技术路线将趋于收敛，全球将迈入机器人“军备竞赛”。 投资方向上，万联证券建议关注两条清晰主线。其一，聚焦特斯拉、宇树等头部厂商上游供应链，重点布局精密减速器、执行器、六维力传感器等高壁垒、高价值核心零部件企业；其二，紧扣成本下探核心逻辑，国内企业正通过技术自研与供应链整合，将整机价格从百万级迅速拉至十万级。成本优势叠加持续迭代，国产供应链有望实现从替代到引领的跨越，建议关注掌握电机、减速器、控制器等核心零部件技术，并能实现低成本、高质量量产的公司。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。
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