研报掘金丨华鑫证券:予伟创电气“买入”评级,人形机器人应用驱动价值重估

Core Viewpoint - Weichuang Electric is positioned as a "pioneer" in the domestic substitution of industrial automation, with humanoid robot applications driving a revaluation of its value [1] Group 1: Company Strategy - The company has implemented the "Great Plain Strategy," which covers the full power range of its products, gradually building a comprehensive industrial automation product system that includes the drive layer, control layer, and execution layer [1] - The strategic transition from a core component supplier to a system solution platform has been achieved [1] Group 2: Robotics Business - The company has established a "full industry chain" layout for its robotics business, successfully developing multiple core components and entering the core track of humanoid robots [1] - The company is expected to benefit from continuous breakthroughs in the industrial automation sector, with the robotics industry accelerating its implementation [1] Group 3: Financial Outlook - Revenue from related products is anticipated to grow rapidly due to the advancements in industrial automation and the robotics sector [1] - The company has been given a "buy" rating based on these positive developments [1]