机械设备行业周观点:国产机器人厂商资本化节奏加快 继续看好工程机械内外需共振向上

中信建投证券
Dec 29, 2025

核心观点(1)人形机器人:优必选入主锋龙股份,机器狗龙头公司启动上市辅导,国产机器人本体厂商资本化节奏加快;Gen3 发布渐行渐近,底部聚焦优质环节。(2)工程机械:徐工机械股权激励正式授予,行业内外销继续共振向上。(3)半导体设备:存储大周期启动,设备企业订单有望维持高增速。(4)固态电池设备:固态电池中期验收如期进行,技术方案进一步收敛,主机厂招标在即,看好锂电设备跨年行情。行业动态信息人形...

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