电力设备与新能源行业周观察:海内外人形机器人产业布局加速 价格法修正草案公开征求意见

华西证券
27 Jul

1.人形机器人海内外人形机器人产业布局加速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.新能源汽车固态电池产业化持续推进我们认为,电池技术的升级迭代始终是终端需求扩大的核心推动力,固态电池凭借高能量密度以及高安全性等优势, 成为确定性的下一代电池技术方向。随着...

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