特斯拉 Optimus 量产在即,核心供应链藏着哪些国产黑马?

Ofweek光电信息网
Jan 29

特斯拉 Optimus Gen3 机器人量产进入倒计时,核心供应链格局迎来大洗牌!不再是单一企业垄断的局面,国产厂商多点突破、激烈竞逐,从执行器、精密传动到感知系统全面卡位,分食人形机器人万亿赛道红利,这场供应链的 “内卷大战” 已进入白热化阶段。执行器战场:双雄争霸变多国混战,新玩家强势破局执行器作为机器人 “动力心脏”,成本占比超 55%,曾被少数企业抢占先机,如今赛道竞争持续升级,新玩家打破...

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