中信建投:乐聚机器人有望在万亿级的具身智能市场中占据重要份额
Di Yi Cai Jing·2025-12-31 00:07

Core Insights - Leju Robotics is a leader in the domestic humanoid robot industry, leveraging its strong technological foundation and clear commercialization path to secure a unique competitive position in the market [1] Group 1: Company Overview - Leju Robotics adheres to a "alignment-oriented" development strategy focused on industrial application, utilizing Model-Based motion control algorithms to ensure product stability and interpretability in industrial scenarios [1] - The company has delivered nearly 1,000 full-size humanoid robots, making it the largest domestic supplier in terms of delivery volume [1] Group 2: Technological Collaboration - Leju Robotics has established deep collaborations with major companies such as Huawei and China Mobile in areas like embodied intelligence large models and 5G-A communication technology, creating a technological advantage through a "brain + small brain + communication" collaborative evolution [1] Group 3: Market Strategy - The company's "humanoid robot +" ecosystem strategy, which involves close cooperation with upstream and downstream enterprises in the industry chain, is accelerating the commercialization process [1] - With further cost reductions and ongoing technological iterations, Leju Robotics is expected to capture a significant share of the trillion-level embodied intelligence market in the future [1]

CSC-中信建投:乐聚机器人有望在万亿级的具身智能市场中占据重要份额 - Reportify