汽车行业周报:ROBOTAXI开启试运营 人形机器人中长期信心不改

华鑫证券有限责...
27 Jun

中长期信心不改,依旧看好特斯拉人形机器人产业链历史角度来看,创新产品量产初始阶段往往困难重重。2017年7 月,马斯克承诺,Model 3 在年底前将达到每月生产2万辆,也就是周产能5000 辆。 但三个月后,Model 3 仅生产了2425 台,产能受限于总装、油漆、车身、模块生产、包装生产、物流等方面。回顾发现,M3/MY/Cybertruck 等车型在早期爬产均有不同程度的进度推迟,主要由于...

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