---
title: "花旗：若優必選所有機器人訂單都在今年交付 公司營收預測或上調約 8% 重申買入評級"
description: "花旗分析師表示，若優必選的所有機器人訂單在今年交付，預計其 2025 年營收將上調約 8%。優必選近期宣佈獲得 2.5 億元人形機器人大單，主要涉及 Walker S2 機器人，預計訂單包含 250-300 台。花旗重申對優必選的買入評級，目標價維持在 121 港元。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/255863012.md"
published_at: "2025-09-04T00:48:20.000Z"
---

# 花旗：若優必選所有機器人訂單都在今年交付 公司營收預測或上調約 8% 重申買入評級

> 花旗分析師表示，若優必選的所有機器人訂單在今年交付，預計其 2025 年營收將上調約 8%。優必選近期宣佈獲得 2.5 億元人形機器人大單，主要涉及 Walker S2 機器人，預計訂單包含 250-300 台。花旗重申對優必選的買入評級，目標價維持在 121 港元。

花旗稱，優必選表示人形機器人訂單已達 4 億元人民幣，若所有訂單均在今年交付，花旗對優必選的 2025 年營收預測有望上調約 8%。注：週三優必選宣佈獲得 2.5 億元人形機器人大單，該合同以具備自主熱插拔換電系統的 Walker S2 人形機器人為主，將在今年內啓動交付。花旗分析師 Jamie Wang 等人在報告中表示，預計該訂單包含 250-300 台人形機器人，雖然管理層拒絕透露訂單的任何細節。重申對優必選的買入評級，目標價仍維持 121 港元。

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