本报告导读:阿里、小米等发布具身智能大模型,国产人形机器人大脑有望突破。同时,海内外技术突破与产品落地同步推进,助推人形机器人产业化落地。投资要点:投资建议:重 点关注机器人整机厂商及机器人核心零部件供应商,包括:1)执行器和电机:推荐兆威机电、鸣志电器,相关标的为伟创电气、步科股份、汇川技术。2)减速器:相关标的为绿的谐波、科达利、蓝黛科技、瑞迪智驱、豪能股份、中大力德;3)丝杠类:推荐恒立液压...
Source Link本报告导读:阿里、小米等发布具身智能大模型,国产人形机器人大脑有望突破。同时,海内外技术突破与产品落地同步推进,助推人形机器人产业化落地。投资要点:投资建议:重 点关注机器人整机厂商及机器人核心零部件供应商,包括:1)执行器和电机:推荐兆威机电、鸣志电器,相关标的为伟创电气、步科股份、汇川技术。2)减速器:相关标的为绿的谐波、科达利、蓝黛科技、瑞迪智驱、豪能股份、中大力德;3)丝杠类:推荐恒立液压...
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