【研选行业】这类减速器将改写机器人关节规则?5家公司抢跑万亿新战场
第一财经·2025-08-06 12:23
Group 1 - The article highlights the emerging market for humanoid robots, with five listed companies competing in this trillion-yuan battlefield, focusing on advanced reducers that could redefine robot joint mechanics [1] - A leading bearing company is diversifying into humanoid robots, betting on 1 million sets of lead screws, with institutions projecting a three-year net profit CAGR of 21% [1] - The article discusses the potential for sustained price increases in thermal coal and coking coal due to "anti-involution" and production checks, evaluating high dividend, low valuation, and growth-oriented coal stocks [1]