中信建投 | 特斯拉进一步明确Optimus量产预期,固态电池产业化加速

中信建投证券研究
27 Jul

文|许光坦 李长鸿 陈宣霖 籍星博 赵宇达 吴雨瑄 乔磊5年内有望达到年产百万台的目标,表明其仍然在积极推进人形机器人的产业化落地。(2)固态电池:随着头部电池厂全固态中试线逐步落地拉通,工信部固态电池专项迎来中期验收,产业化加速,固态电池设备行业有望率先受益。(3)智能物流&叉车:预计叉车7月内外销维持强劲表现,无人叉车渗透率有望快速提升。点击小程序查看报告原文人形机器人:特斯拉于Q2业绩会...

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