“华西研究”小程序全面升级!专业研值,一镜到底!华西电新1.人形机器人人形机器人产业化加速海内外人形机器人产业化加速,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凸显,持续看好后续在精密传动件、电子皮肤等核心环节具备卡位优势的国内供应商。2.新能源汽车宁德时代发布首款轻商量产钠电池我们认为,钠电兼具成本和性能优势。根据SMM数据,1月23日,国产电池级碳酸锂(...
Source Link“华西研究”小程序全面升级!专业研值,一镜到底!华西电新1.人形机器人人形机器人产业化加速海内外人形机器人产业化加速,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凸显,持续看好后续在精密传动件、电子皮肤等核心环节具备卡位优势的国内供应商。2.新能源汽车宁德时代发布首款轻商量产钠电池我们认为,钠电兼具成本和性能优势。根据SMM数据,1月23日,国产电池级碳酸锂(...
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