【券商聚焦】国泰海通:四家人形机器人在春晚集中展示 展现国内相关企业的技术突破与产业活力

金吾资讯
Feb 24

金吾财讯 | 国泰海通证券表示,2026年春晚人形机器人集体亮相,集中展现了国内相关企业的技术突破与产业活力。宇树科技、银河通用、魔法原子、松延动力四家企业同台发力,覆盖高动态运动、具身智能、多机协同、仿生交互等多个核心方向,所有突破均依托高性能硬件与软硬件深度协同实现。春晚对人形机器人行业的催化作用显著,行业资本关注度持续维持高位。该机构指,人形机器人产业化临近,核心技术与配套产业链持续完善。...

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