【热门赛道】:《特斯拉人形机器人产业链梳理》

斗牛士财经
Yesterday

特斯拉人形机器人产业链涉及多个关键环节,以下是主要的产业链企业及核心部件分析:1.执行器与关节总成三花智控:特斯拉旋转关节总成核心供应商,单机关节模组价值占比超30%,集成热管理系统,覆盖电机冷却与整机温控模块。拓普集团:线性/旋转执行器总成独家一级供应商,具备电机、减速机构整合能力,墨西哥工厂2025年三季度投产,就近配套特斯拉北美工厂。2.减速器绿的谐波:谐波减速器国产龙头,产品适配...

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