Investment Rating - The report indicates a positive outlook for the humanoid robot industry, particularly highlighting the potential of Tesla and domestic manufacturers to succeed in this sector [1]. Core Insights - 2025 is projected to be the year of industrialization for Tesla's humanoid robots, with domestic automakers and major internet companies entering the AI robotics market [1]. - The report emphasizes the maturity of AI technology and its integration into various applications, such as mobile chassis dual-arm collaborative robots, quadruped robots based on motion control algorithms, and voice-interactive desktop companion robots [1]. - Key segments that are crucial for the industrialization of humanoid robots include embodied intelligent models, data, dexterous hands, and lead screws, which are recommended for investment focus [1].
国君每日一图|机械行业投资逻辑之科技驱动——人形机器人产业
Guotai Junan Securities·2025-01-10 08:03