电力设备行业周报:光伏产业链价格全线上调 英国MONA1.5GW海风获开发许可

华西证券
13 Jul

报告摘要1.人形机器人智元机器人拟取得上纬新材控制权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6 月新能源汽车产销同比增长均超25%我们认为,国内新能源汽车单月产销规模处于较高水平,同比实现较快增长,环比趋势较为稳定。从后续的增长趋势来看,新技术...

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