【券商聚焦】中信证券:当前人形机器人仍处于技术迭代与场景拓展阶段 登上春晚有助于提升行业整体认知度

金吾财讯
Feb 24

金吾财讯 | 中信证券研报认为,2026年央视春晚有魔法原子、松延动力、追觅等机器人企业参与演出。春晚作为全国性高曝光平台,对机器人产品的稳定性、交互能力及系统集成水平提出较高要求,本次登台可视为对相关公司软硬件成熟度的一次集中展示。在当前人形机器人仍处于技术迭代与场景拓展阶段的背景下,登上春晚有助于提升行业整体认知度,并强化公众对机器人进入真实生活场景的预期。研报看好相关厂商未来发展前景及相关上市公司的投资机会。

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