Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82
丞相朕C的你舒服吗小说 - 发现更多精彩漫画内容,享受无限阅读
随机图片

丞相朕C的你舒服吗小说 - 发现更多精彩漫画内容,享受无限阅读

更新时间: 浏览次数: 810

400电话:123456(点击咨询)
丞相朕C的你舒服吗小说 - 发现更多精彩漫画内容,享受无限阅读各观看免费《今日汇总》
丞相朕C的你舒服吗小说 - 发现更多精彩漫画内容,享受无限阅读各热线观看免费2025已更新(2025已更新)








丞相朕C的你舒服吗小说 - 发现更多精彩漫画内容,享受无限阅读观看免费电话:(1)123456(点击咨询)(2)123456(点击咨询)








丞相朕C的你舒服吗小说 - 发现更多精彩漫画内容,享受无限阅读观看免费热线(1)123456(点击咨询)(2)123456(点击咨询)




丞相朕C的你舒服吗小说 - 发现更多精彩漫画内容,享受无限阅读各区点热线观看免费《今日发布》
Random Image 丞相朕C的你舒服吗小说 - 发现更多精彩漫画内容,享受无限阅读电话








7天观看免费人工电话为您、丞相朕C的你舒服吗小说 - 发现更多精彩漫画内容,享受无限阅读团队在调度中心的统筹调配下,线下专业及各地区人员团队等专属,整个报修流程规范有序,后期同步跟踪查询公开透明。








所有团队均经过专业培训、持证上岗,所用产品配件均为原厂直供,








丞相朕C的你舒服吗小说 - 发现更多精彩漫画内容,享受无限阅读各观看免费《今日汇总》2025已更新(今日/推荐)








丞相朕C的你舒服吗小说 - 发现更多精彩漫画内容,享受无限阅读电话区域:








果洛藏族自治州(玛多县、久治县、甘德县、班玛县、玛沁县、达日县)








内江市(市中区、隆昌市、威远县、东兴区、资中县)








山南市(乃东区、扎囊县、琼结县、加查县、贡嘎县、曲松县、洛扎县、桑日县、错那市、隆子县、措美县、浪卡子县)








汉中市(佛坪县、略阳县、留坝县、镇巴县、宁强县、勉县、西乡县、南郑区、洋县、城固县、汉台区)  玉溪市(红塔区、通海县、江川区、元江哈尼族彝族傣族自治县、华宁县、澄江市、新平彝族傣族自治县、峨山彝族自治县、易门县)








拉萨市(尼木县、城关区、当雄县、达孜区、曲水县、堆龙德庆区、墨竹工卡县、林周县)








通辽市(扎鲁特旗、开鲁县、科尔沁左翼后旗、霍林郭勒市、科尔沁区、科尔沁左翼中旗、奈曼旗、库伦旗)








荆门市(东宝区、掇刀区、沙洋县、京山市、钟祥市)








佳木斯市(同江市、富锦市、抚远市、桦南县、桦川县、汤原县、东风区、郊区、前进区、向阳区)  白城市(洮南市、洮北区、通榆县、镇赉县、大安市)








广州市(白云区、花都区、从化区、南沙区、越秀区、黄埔区、番禺区、天河区、海珠区、增城区、荔湾区)








海东市(民和回族土族自治县、乐都区、互助土族自治县、循化撒拉族自治县、平安区、化隆回族自治县)








抚州市(东乡区、资溪县、黎川县、临川区、乐安县、南城县、广昌县、南丰县、金溪县、崇仁县、宜黄县)








吉林市(舒兰市、丰满区、桦甸市、昌邑区、蛟河市、船营区、永吉县、磐石市、龙潭区)








石家庄市(正定县、新乐市、长安区、平山县、行唐县、晋州市、无极县、井陉矿区、灵寿县、赵县、鹿泉区、井陉县、赞皇县、辛集市、高邑县、桥西区、新华区、藁城区、栾城区、元氏县、裕华区、深泽县)








海口市(秀英区、琼山区、龙华区、美兰区)








乌兰察布市(商都县、集宁区、凉城县、察哈尔右翼后旗、四子王旗、兴和县、察哈尔右翼中旗、察哈尔右翼前旗、化德县、丰镇市、卓资县)








巴彦淖尔市(临河区、乌拉特后旗、磴口县、五原县、乌拉特前旗、乌拉特中旗、杭锦后旗)








临夏回族自治州(和政县、积石山保安族东乡族撒拉族自治县、康乐县、永靖县、广河县、临夏市、东乡族自治县、临夏县)








嘉兴市(海宁市、平湖市、桐乡市、海盐县、嘉善县、秀洲区、南湖区)








平顶山市(湛河区、舞钢市、叶县、鲁山县、汝州市、卫东区、新华区、宝丰县、郏县、石龙区)








乐山市(沙湾区、井研县、犍为县、金口河区、五通桥区、沐川县、峨边彝族自治县、峨眉山市、马边彝族自治县、夹江县、市中区)








鹤岗市(向阳区、东山区、兴安区、南山区、工农区、萝北县、绥滨县、兴山区)








宿州市(埇桥区、泗县、萧县、砀山县、灵璧县)








清远市(清城区、佛冈县、连州市、英德市、清新区、连南瑶族自治县、阳山县、连山壮族瑶族自治县)








云浮市(云安区、郁南县、罗定市、新兴县、云城区)








湛江市(雷州市、坡头区、徐闻县、霞山区、廉江市、吴川市、麻章区、遂溪县、赤坎区)








鄂尔多斯市(鄂托克旗、准格尔旗、乌审旗、鄂托克前旗、杭锦旗、康巴什区、达拉特旗、东胜区、伊金霍洛旗)








六盘水市(钟山区、六枝特区、盘州市、水城区)
400电话:123456(点击咨询)
丞相朕C的你舒服吗小说 - 发现更多精彩漫画内容,享受无限阅读各观看免费《今日汇总》《今日发布》
丞相朕C的你舒服吗小说 - 发现更多精彩漫画内容,享受无限阅读各观看免费《今日汇总》(2025已更新)








丞相朕C的你舒服吗小说 - 发现更多精彩漫画内容,享受无限阅读观看免费电话:(1)123456(点击咨询)(2)123456(点击咨询)








丞相朕C的你舒服吗小说 - 发现更多精彩漫画内容,享受无限阅读观看免费热线(1)123456(点击咨询)(2)123456(点击咨询)




丞相朕C的你舒服吗小说 - 发现更多精彩漫画内容,享受无限阅读各观看免费《今日汇总》【2025已更新列表】
丞相朕C的你舒服吗小说 - 发现更多精彩漫画内容,享受无限阅读电话








7天观看免费人工电话为您、丞相朕C的你舒服吗小说 - 发现更多精彩漫画内容,享受无限阅读团队在调度中心的统筹调配下,线下专业及各地区人员团队等专属,整个报修流程规范有序,后期同步跟踪查询公开透明。








所有团队均经过专业培训、持证上岗,所用产品配件均为原厂直供,








丞相朕C的你舒服吗小说 - 发现更多精彩漫画内容,享受无限阅读中心2025已更新(今日/推荐)








丞相朕C的你舒服吗小说 - 发现更多精彩漫画内容,享受无限阅读电话区域:








广元市(剑阁县、朝天区、昭化区、青川县、利州区、苍溪县、旺苍县)








甘南藏族自治州(卓尼县、舟曲县、临潭县、玛曲县、夏河县、迭部县、合作市、碌曲县)








克孜勒苏柯尔克孜自治州(阿克陶县、阿合奇县、乌恰县、阿图什市)








景德镇市(昌江区、珠山区、浮梁县、乐平市)  普洱市(镇沅彝族哈尼族拉祜族自治县、景东彝族自治县、西盟佤族自治县、墨江哈尼族自治县、孟连傣族拉祜族佤族自治县、江城哈尼族彝族自治县、景谷傣族彝族自治县、思茅区、宁洱哈尼族彝族自治县、澜沧拉祜族自治县)








营口市(盖州市、西市区、老边区、大石桥市、站前区、鲅鱼圈区)








辽源市(东丰县、东辽县、西安区、龙山区)








三沙市(南沙区、西沙区)松原市(长岭县、扶余市、宁江区、前郭尔罗斯蒙古族自治县、乾安县)








滁州市(全椒县、南谯区、明光市、凤阳县、定远县、天长市、来安县、琅琊区)  塔城地区(和布克赛尔蒙古自治县、裕民县、托里县、乌苏市、额敏县、沙湾市、塔城市)








葫芦岛市(绥中县、建昌县、南票区、兴城市、龙港区、连山区)








吴忠市(红寺堡区、同心县、盐池县、青铜峡市、利通区)








陇南市(康县、武都区、西和县、成县、宕昌县、礼县、徽县、文县、两当县)枣庄市(山亭区、滕州市、峄城区、薛城区、市中区、台儿庄区)








衡水市(阜城县、故城县、武强县、饶阳县、桃城区、安平县、深州市、枣强县、冀州区、景县、武邑县)








澳门特别行政区








九江市(湖口县、柴桑区、武宁县、庐山市、濂溪区、都昌县、修水县、永修县、共青城市、浔阳区、彭泽县、瑞昌市、德安县)








临沂市(临沭县、罗庄区、沂水县、兰山区、郯城县、莒南县、河东区、平邑县、费县、蒙阴县、沂南县、兰陵县)








怒江傈僳族自治州(泸水市、福贡县、兰坪白族普米族自治县、贡山独龙族怒族自治县)








泉州市(南安市、金门县、惠安县、洛江区、石狮市、泉港区、安溪县、晋江市、鲤城区、丰泽区、永春县、德化县)








通化市(通化县、东昌区、集安市、梅河口市、柳河县、二道江区、辉南县)








福州市(仓山区、马尾区、连江县、罗源县、平潭县、台江区、晋安区、永泰县、长乐区、闽侯县、福清市、鼓楼区、闽清县)








汕头市(濠江区、龙湖区、潮南区、潮阳区、澄海区、南澳县、金平区)








信阳市(潢川县、平桥区、罗山县、息县、商城县、固始县、浉河区、新县、淮滨县、光山县)








马鞍山市(含山县、博望区、花山区、当涂县、雨山区、和县)








喀什地区(麦盖提县、泽普县、莎车县、叶城县、伽师县、喀什市、岳普湖县、巴楚县、英吉沙县、疏附县、疏勒县、塔什库尔干塔吉克自治县)








博尔塔拉蒙古自治州(阿拉山口市、温泉县、精河县、博乐市)








常德市(临澧县、汉寿县、鼎城区、武陵区、安乡县、津市市、石门县、澧县、桃源县)








阿里地区(改则县、革吉县、普兰县、札达县、噶尔县、日土县、措勤县)








焦作市(温县、孟州市、解放区、武陟县、山阳区、修武县、博爱县、中站区、沁阳市、马村区)

  证券时报记者裴利瑞

  4月19日,全球首个人形机器人半程马拉松在北京亦庄开赛,来自北京人形机器人创新中心和优必选科技的“天工Ultra”以2小时40分42秒的成绩冲线,夺得全球首个人形机器人半程马拉松赛事桂冠。

  赛事不仅是科技实力的竞技场,更是资本市场的风向标。最新披露的公募基金一季报显示,“机器人”已经成为基金季报的高频热词,多只机器人概念股在一季度获基金增持,且为基金贡献了丰厚的收益。

  多只概念股获基金增持

  近期,公募基金2025年一季报陆续披露,多只机器人概念股获得基金加仓,甚至成为基金一季度收益的胜负手。

  比如,平安先进制造主题基金一季度涨幅达53.65%,位居股票型基金首位,该基金便重仓了人形机器人板块,基金规模在一季度从0.48亿元激增至13.21亿元。

  一季报显示,该基金大幅加仓了恒立液压、浙江荣泰、奥比中光、三花智控、龙溪股份等机器人概念股,其中恒立液压、浙江荣泰、龙溪股份等在一季度涨幅均超过50%,为该基金贡献了丰厚收益。

  以恒立液压为例,除了平安先进制造主题外,该股还在今年一季度获得了国投瑞银基金基金经理施成旗下国投瑞银新能源、国投瑞银产业趋势、国投瑞银先进制造等产品的组团加仓。

  此外,华富科技动能、中欧碳中和基金在一季度加仓了三花智控,中欧盛世成长、永赢新能源智选、长城久鑫、德邦高端装备等基金加仓了浙江荣泰,平安先进制造、中欧盛世成长增持了龙溪股份。

  长城久鑫基金经理余欢在一季报中透露,他在一季度走访调研了多个地方的机器人本体企业和零部件公司。“春江水暖鸭先知,我们发现,行业发展方兴未艾,越来越多的地方政府开始大力支持机器人行业的发展,也有越来越多的企业开始涉足并重点布局机器人领域。同时,我们还发现,制造和供应链优势会让国内企业在机器人行业的量产及降本中扮演不可或缺的角色。”余欢表示,他预计今年会是机器人量产元年,很可能会看到一定数量的机器人在工厂落地,开始新的“进化”训练之旅,为未来的进一步放量做准备。

  行业或将呈现近百倍增速

  在一季报中,多位基金经理也阐述了自己在机器人板块上的具体投资逻辑。

  永赢新能源智选基金经理胡泽认为,电动化推动了智能化,许多新能源汽车标的将充分受益于本轮智能化浪潮,向机器人等AI方向拓圈,并培育第二成长极。

  首先,许多国内汽车大厂都在积极布局机器人相关业务,这些大厂都将是中国重要的机器人本体厂商,这些汽车大厂在AI算力上的投入也能够一定程度地复用到机器人AI模型上。

  其次,非常多的汽车零部件企业也在开发相应的机器人产品,例如丝杠、减速器、结构件等。在技术、生产设备上,有非常多的技术能够复用到机器人领域。

  最后,国内机器人本体厂商的方案和海外大厂逐渐出现了一定差异性,例如国内本体厂对行星减速器的使用要多于国外本体厂,这也一定程度上说明国内厂商在持续降本和技术改进方面的能力较强。

  中欧信息科技混合基金经理杜厚良预计,2024—2026年,机器人行业将呈现近100倍的增长速度,行业规模从2024年的不到10亿元,增长至2026年的接近1000亿元。

  “虽然我们坚信人形机器人是机器人远期最大的应用场景,但从阶段性来看,工业机器人、特种机器人等领域预计将率先实现落地,并为相关公司带来规模化的收入和利润。例如,工厂无人搬运(包括载具和非载具)、高危环境下的巡检、特种及防爆场景下的机器人救援等,类似场景在2025年将迎来大规模爆发。”杜厚良表示。

  平安先进制造主题基金经理张荫先认为,多家国内外的人形机器人企业都立下了2025年量产交付千台级别以上人形机器人的目标,产业逐步迎来量产时刻。人形机器人产业的发展轨迹将对标智能手机与电动汽车,而且持续周期会更长,赛道容量也更为庞大。

  需要在细分领域做取舍

  不过,一季度末以来,人形机器人出现了一定程度的调整,多位基金经理也在一季报中提示短期风险,并透露了新的调仓逻辑。

  融通新能源汽车主题基金经理王迪认为,智能驾驶相关技术未来具有迁移至机器人等领域的机会,将进一步打开主要参与者的市场空间。汽车零部件公司也是如此,大量汽车零部件公司开始涉足机器人配套链。但该基金目前对机器人零部件领域配置较少,主要由于需求还未明显起量、商业化短期不明的背景下,竞争已是红海,需要一个优胜劣汰的过程。

  张荫先透露,在机器人板块短期上涨较多后,他逐渐在机器人细分领域内做出取舍,例如在同质化竞争激烈的品种定价较为充分后,他更愿意把仓位布局在感知类零部件、新制造工艺、潜在新型电机方案、整机组装代工商、积极拓展机器人业务且估值相对偏低的公司等。

  “这也符合本产品一贯的投资方法:一方面布局确定性,寻找在机器人业务中较高概率进入供应链的公司;另一方面挖掘弹性,积极寻找主业基本面有支撑或改善,同时新拓展机器人业务的优秀公司,这类标的一旦实现从0到1的新突破,有望获得估值及业绩的双击机会。”张荫先说。

  本版导读

“固收+”稳步快跑近200只产品净值创新高2025-04-21人形机器人再度火出圈多只概念股获基金经理增持2025-04-21 丞相朕C的你舒服吗小说 - 发现更多精彩漫画内容,享受无限阅读的相关文章 何立峰会见英伟达CEO黄仁勋的相关文章
郑州深夜突发爆炸响声连天
黄仁勋再访北京 没穿皮衣改穿西装
高圆圆吃糖耳朵直呼帕梅拉白练
国台办向台胞力荐大陆影视打卡地
让孙俪胡杏儿演对手戏简直天才
黄仁勋现身北京释放什么信号
王楚然洋房里的海派千金
美联储威廉姆斯:短期内无需调整利率
今年美旅游业或损失640亿美元
中方就美“对等关税”阐明立场
王楚然洋房里的海派千金
赛力斯销量骤降 问界M8或成止跌爆款
  • 友情链接:
  • 美的集团:美国销售占比较低 美媒:特朗普关税砸碎好莱坞复苏希望 美国人被关税逼出“奇招” 杭铁回应地铁口被吐槽像棺材 黄晓明起诉自媒体博主龚文祥 黄仁勋再访北京 没穿皮衣改穿西装 长江边54层住宅楼顶出现“楼上楼” 捷克总理:将摆脱对俄石油依赖 欧盟搁置对俄天然气制裁 花旗下调英国26年GDP增长预期至0.7% 美的集团:美国销售占比较低 王曼昱说赢下最后一分很激动

    查看更多评价 ∨