报告摘要1.人形机器人赛力斯凤凰与火山引擎签署《具身智能业务合作框架协议》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.新能源汽车多家车企公布9 月新能源汽车交付/销量我们认为,9 月国内新能源汽车交付/...
Source Link报告摘要1.人形机器人赛力斯凤凰与火山引擎签署《具身智能业务合作框架协议》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.新能源汽车多家车企公布9 月新能源汽车交付/销量我们认为,9 月国内新能源汽车交付/...
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