优必选(9880.HK):人形机器人应用优势积累 场景应用有望持续落地

长江证券
30 Mar

优必选:国内机器人本体龙头,收入规模稳定增长公司深耕于机器人本体领域,是全球少有的具备人形机器人全栈式技术能力的企业,公司凭借在智能机器人领域深厚的技术积累,在国内机器人本体厂商中位于第一梯队,产品主要包括教育机器人、物流智能机器人、其他行业定制智能机器人和消费级机器人。2020 年至2023 年公司营业收入稳定增长,复合增长率达12.55%,2024 年上半年公司营业收入达4.87 亿元,同比...

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