中信建投:看好特斯拉及頭部人形機器人產業鏈
中信建投證券發佈研報稱,看好國內一體化關節、龍頭減速器、龍頭電機企業受益於機器人量產放量,建議關注絲槓企業在技術上的突破和和送樣進展。六維力、觸覺傳感器作為降本訴求最強的環節之一,看好國內企業實現技術突破+價格優勢明顯+服務靈活性更高等優勢。2023年11月,特斯拉公佈技術方案變化,伴有行走測試預期,國內人形機器人創新中心成立,引發絲槓等細分環節收斂行情。經過兩年發展,目前人形機器人行業處於從1到N的量產階段,中信建投認為特斯拉機器人量產進度、AI大模型更迭代、海內外人形機器人產業化落地進程仍然是核心影響因素。
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