机械设备行业周观点:人形机器人产业稳步推进 关注工业企业利润转正背景下通用自动化复苏趋势

中信建投证券
Oct 12

核心观点(1)人形机器人:Figure03 发布展示出诸多亮点,手部摄像头&传感器、无线充电、加工方式为重要变化;国内智元机器人、原力无限本周披露超亿元具身智能大单,伴随着产品、供应链、应用的逐步成熟,后续潜在订单落地仍值得期待。(2)出口链:关税战再起,关注后续谈判及演进。(3)工程机械:8 月非挖内销全面增长,内需大周期向上逻辑增强。(4)通用自动化设备:9 月订单普遍好转,前8 月规模以上...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10