文|许光坦 陈宣霖 籍星博 李长鸿 吴雨瑄 乔磊(1)人形机器人:宇树科技IPO辅导完成,优必选连续获得大额人形机器人订单,国产链条催化不断,继续看好人形机器人产业趋势。(2)固态电池设备:固态电池中期验收有望于11月顺利完成,技术方案将进一步收敛,确定性逐步增强。(3)工程机械:10月挖机出口维持双位数增长,内销温和复苏,坚定看好内需在2024年见底,未来三年有望持续上行,有别于以往两轮,本轮...
Source Link文|许光坦 陈宣霖 籍星博 李长鸿 吴雨瑄 乔磊(1)人形机器人:宇树科技IPO辅导完成,优必选连续获得大额人形机器人订单,国产链条催化不断,继续看好人形机器人产业趋势。(2)固态电池设备:固态电池中期验收有望于11月顺利完成,技术方案将进一步收敛,确定性逐步增强。(3)工程机械:10月挖机出口维持双位数增长,内销温和复苏,坚定看好内需在2024年见底,未来三年有望持续上行,有别于以往两轮,本轮...
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