1.人形机器人涛涛车业与宇树科技达成战略合作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.新能源汽车多家车企公布7 月新能源汽车交付/销量我们认为,从目前公布的数据来看,7 月交付/销量保持较好增长趋势,小鹏、零跑、小米均实现环比增长。随着固态电池等新技术成熟,...
Source Link1.人形机器人涛涛车业与宇树科技达成战略合作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.新能源汽车多家车企公布7 月新能源汽车交付/销量我们认为,从目前公布的数据来看,7 月交付/销量保持较好增长趋势,小鹏、零跑、小米均实现环比增长。随着固态电池等新技术成熟,...
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