(以下内容从山西证券《人形机器人行业动态点评:2025年有望成为人形机器人量产元年,积极关注相关投资机会》研报附件原文摘录)投资要点:人形机器人作为AI落地物理世界的重要载体,其后续应用场景想象空间极大,国内政策支持力度不断提升,2024年以来各地产业基金加速落地,市场参与主体从初创型企业,汽车整车厂到各领域龙头公司,可以预见产业发展将明显提速。特别值得注意的是,根据行业领先者特斯拉的量产计划,...
Source Link(以下内容从山西证券《人形机器人行业动态点评:2025年有望成为人形机器人量产元年,积极关注相关投资机会》研报附件原文摘录)投资要点:人形机器人作为AI落地物理世界的重要载体,其后续应用场景想象空间极大,国内政策支持力度不断提升,2024年以来各地产业基金加速落地,市场参与主体从初创型企业,汽车整车厂到各领域龙头公司,可以预见产业发展将明显提速。特别值得注意的是,根据行业领先者特斯拉的量产计划,...
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