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人形机器人产业链调研邀请
国泰君安·2025-05-07 01:25

Investment Rating - The report does not explicitly state an investment rating for the humanoid robot industry [1] Core Insights - The humanoid robot industry is experiencing significant interest, with key players such as Fengli Intelligent and Zhongdali De participating in industry chain research [1] - The focus of the discussions includes precision reducers and robot reducers, indicating a technological emphasis on components critical to humanoid robots [1] Company Summaries - Fengli Intelligent is highlighted for its expertise in precision reducers, which are essential for the functionality of humanoid robots [1] - Zhongdali De is noted for its role in the production of robot reducers, further emphasizing the importance of this component in the industry [1]