国金证券近日发布机器人行业研究:硬件迭代从功能性迈向耐久性,26年关注电驱动、灵巧手、丝杠新工艺和高端轴承等方向。新型电驱动:具备高功率密度、高精度控制和快速响应等特性,关注谐波磁场电机,GaN新型电控系统,旋转变压器等新技术。电子手套:11月特斯拉公开展示了GEN2.5的灵巧手模型,核心变化之一在于由指尖传感器方案升级至覆盖全手的电子手套方案。以下为研究报告摘要:核心观点1、本体:特斯拉跨越0-...
Source Link国金证券近日发布机器人行业研究:硬件迭代从功能性迈向耐久性,26年关注电驱动、灵巧手、丝杠新工艺和高端轴承等方向。新型电驱动:具备高功率密度、高精度控制和快速响应等特性,关注谐波磁场电机,GaN新型电控系统,旋转变压器等新技术。电子手套:11月特斯拉公开展示了GEN2.5的灵巧手模型,核心变化之一在于由指尖传感器方案升级至覆盖全手的电子手套方案。以下为研究报告摘要:核心观点1、本体:特斯拉跨越0-...
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