人形机器人领域最核心的8家上市公司

硬派研选
Feb 08

人形机器人这块现在热得发烫,2026年基本就是“量产元年”真正落地的一年。国内玩家迭代速度快得吓人,宇树、智元、优必选这些头部已经把出货干到几千上万台,特斯拉Optimus虽然还在追,但中国供应链的成本和响应速度完全不是一个量级。整个行业现在是“核心零部件国产化率狂飙、工业场景先落地、消费级/家庭级快速跟进”的节奏,头部公司基本都把2027-2030年当成万台级交付、具身智能大模型靠谱落地、成本...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10