智能制造行业周报:国产算力高景气,设备确定性凸显

爱建证券研究所
Jul 07

投资要点■本周(2025/06/30-2025/07/04)沪深300指数+1.54%,其中机械设备板块+0.26%,申万一级行业排名24/31位。机械设备子板块中,制冷空调设备+3.48%,表现最佳。■人形机器人:近期多家机器人公司获批量订单。均普智能首次签署50台人形机器人订单,框架合同额约2825万元;港仔机器人获通宏护卫3亿元订单,两年内交付不少于1000台智能安保机器人;越疆科技实现人形...

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