报告导读:优必选获得某国内知名企业2.5亿元具身智能人形机器人产品及解决方案采购合同,这是截止目前全球人形机器人最大的合同,我们认为人形机器人产业正处于商业化初期,建议关注人形机器人产业链中具备客户订单和规模化量产能力的优质公司。我们认为,本次优必选订单的落地是人形机器人产业在商业化初期的重要标志,我们认为人形机器人行业短期需要重点关注由事件催化的行业景气度波动,而长期则需重点关注产业链上具备...
Source Link报告导读:优必选获得某国内知名企业2.5亿元具身智能人形机器人产品及解决方案采购合同,这是截止目前全球人形机器人最大的合同,我们认为人形机器人产业正处于商业化初期,建议关注人形机器人产业链中具备客户订单和规模化量产能力的优质公司。我们认为,本次优必选订单的落地是人形机器人产业在商业化初期的重要标志,我们认为人形机器人行业短期需要重点关注由事件催化的行业景气度波动,而长期则需重点关注产业链上具备...
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