人形机器人行业专题报告:人形机器人将打开汽零公司新的成长空间

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(报告出品方/作者:东方证券,姜雪晴、袁俊轩)1 汽零产业链易进入人形机器人产业链1.1 预计特斯拉人形机器人规模化量产在即2024 年,国内外头部的机器人企业基本完成人形机器人的整机开发,进入试点测试和小规模量产 阶段,下一步的关注重点将转变至人形机器人的规模化量产进度。预计特斯拉作为全球领先的智 能汽车公司,其在训练数据、算力规模、应用场景以及制造能力等方面具备较强的综合优势,有 望在行业内...

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