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東北證券:國內外人形機器人新品持續推出 商業化探索正加速
格隆匯 09-23 09:07

東北證券研報指出,1)人形機器人相關廠商紛紛推出新品,產業持續發展。特斯拉的帶動下,人形機器人產業正蓬勃發展,除去特斯拉本身的進展以外,國內外其他企業也在積極推進。2)商業化探索為行業重點。看到人形機器人公司在工業和生活服務均有探索,工業端的汽車行業、航運行業、物流行業、機械製造等行業為重點方向,典型案例包括電動版Atlas、優必選、傅里葉、Figure02等在汽車工業的應用嘗試。3)人形機器人產業正快速發展,關注後續產業變化。看到業內公司正持續推出或更新產品,同時核心零部件和技術環節也在迅速發展,這將是巨大的產業機遇。特斯拉Optimus小規模量產時點漸行漸近,建議重點關注傳感器、絲槓、減速器等具備較大價值量和壁壘的環節,同時關注人形機器人整機企業進展與技術方案變化帶來的機會。

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