机器人产业化在即 宁波精达卡位上游零部件及装备赛道

东方财富网
Oct 20

随着人形机器人从样机演示走向量产爬坡,产业链瓶颈正从算法、整机向制造环节传导。精密成形装备与模具作为机器人结构件、丝杠等批量生产的前置环节,正成为新一轮资本开支的重要方向。A股精密成形装备企业宁波精达(603088)因机器人业务布局受到机构密集关注。  新质事业部统筹前瞻布局,压力机新品瞄准微特电机  据公司披露的调研纪要,宁波精达已成立新质事业部,统筹机器人、液冷、氢能等前瞻项目,明确传动机构、...

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