电力设备行业周报:谷歌发布GEMINI系列家族模型 风光储发展迎边际变化

华西证券股份有...
Sep 28

报告摘要1.人形机器人谷歌发布Gemini Robotics 1.5 系列家族模型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。重点看好国产机器人/机器狗有望加速放量带动的产业链需求。2.新能源汽车3.新能源国家能源局局长王宏志:专项整治光伏产业“内卷式”竞争当前反...

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