越疆协作机器人龙头,人形机器人增长可期

兴业证券
Apr 15

投资要点:我们的观点:越疆是全球协作 机器人 龙头,技术优势突出,并据此切入具身智能赛道,发布人形机器人产品。技术进步、人口老龄化、用工成本提升等刺激协作机器人、人形机器人在工业、商业、医疗等场景持续落地或释放;公司协作机器人竞争优势持续,人形机器人Dobot Atom2025年有望小批量落地,长期空间广阔。我们预计公司2025-2027年营业收入分别为5.13、7.02、9.50亿元,分别同比+...

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