【国泰君安:关注人形机器人和轮式机器人本体制造商】国泰君安研报称,宇树科技四轮机器人动态演示效果超预期,字节跳动研究院推出第二代机器人大模型GR-2。GGII预计2030年全球四足机器人销量有望超56万台,市场规模有望超过80亿元,2024—2030年市场规模复合增速超30%。轮足机器人为后续人形机器人商业应用打前阵,且其背后均需要AI大模型技术突破和国内核心零部件供应能力提升。建议关注:1)人形机器人和轮式机器人本体制造商;2)执行器、减速器、传感器和丝杠等核心零部件。

金融界
30 Dec 2024
国泰君安研报称,宇树科技四轮机器人动态演示效果超预期,字节跳动研究院推出第二代机器人大模型GR-2。GGII预计2030年全球四足机器人销量有望超56万台,市场规模有望超过80亿元,2024—2030年市场规模复合增速超30%。轮足机器人为后续人形机器人商业应用打前阵,且其背后均需要AI大模型技术突破和国内核心零部件供应能力提升。建议关注:1)人形机器人和轮式机器人本体制造商;2)执行器、减速器、传感器和丝杠等核心零部件。

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