报告摘要1.人形机器人步科股份发布第四代无框力矩电机及中空驱动器随着国内外企业布局加速&AI 技术突破,人形机器有望迎来量产落地时点。在降本需求的驱动下,人形机器人核心零部件的国产替代需求强烈,市场空间广阔,率先取得突破的国内企业有望深度受益。2.新能源汽车多家品牌6 月新能源汽车交付量/销量公布我们认为,6 月多数新能源车企交付量/销量环比表现较为平稳,蔚来、小鹏、零跑、广汽埃安、赛力斯实现环比...
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