中金:具身机器人行业进入迅速发展阶段 建议关注国内线缆厂配套成长机遇
Core Insights - The embodied robotics industry has entered a rapid development phase in recent years, with leading manufacturers like Yushu achieving small-scale shipments and recognizing the importance of cable mechanical performance and lifespan for the robots [1] Industry Summary - The cable industry for embodied robots is characterized by high entry barriers and significant market potential, which is expected to grow in tandem with the leading manufacturers [1] - There is an opportunity for domestic cable manufacturers to grow alongside the increasing demand from leading robotics companies [1]