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中信建投:看好人形機器人產業鏈0—1投資機遇
格隆匯 02-13 08:49
中信建投研報稱,近期,宇樹人形機器人登錄央視春晚表演《秧BOT》,特斯拉年報解讀電話會披露最新人形機器人業務規劃,Figure AI宣佈在商業化客户拓展及機器人AI模型研發層面有新進展。國內外標杆企業最新技術趨勢、產品及量產節奏對產業趨勢有所映射。人形機器人(具身智能)作為AI端側需求空間最大、變化最快應用,從To B工業場景到To C通用場景拓展路徑逐步清晰,2025年重點關注靈巧手、傳感器等硬件本體、大腦算法控制等解決方案迭代,看好產業鏈0—1投資機遇。
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