投资建议:国 内人形机器人产业催化不断,技术迭代与商业化落地双轨并进,落地进程持续深化。综合人形机器人整体板块来看,旋转关节模组建议关注【众辰科技、双环传动、蓝黛科技、丰立智能】;人形机器人板块新变化较多,其他细分方向建议关注:线性执行模组推荐【恒立液压】,建议关注【浙江荣泰、德迈仕】;电机推荐【鸣志电器】;编码器建议关注【亚普股份、峰岹科技H】;灵巧手及传感器推荐【汉威科技、兆威机电】;结构件...
Source Link投资建议:国 内人形机器人产业催化不断,技术迭代与商业化落地双轨并进,落地进程持续深化。综合人形机器人整体板块来看,旋转关节模组建议关注【众辰科技、双环传动、蓝黛科技、丰立智能】;人形机器人板块新变化较多,其他细分方向建议关注:线性执行模组推荐【恒立液压】,建议关注【浙江荣泰、德迈仕】;电机推荐【鸣志电器】;编码器建议关注【亚普股份、峰岹科技H】;灵巧手及传感器推荐【汉威科技、兆威机电】;结构件...
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