【研选行业】人形机器人远期空间近4万亿元！合作标的谁将率先兑现业绩？

Group 1 - The manufacturing humanoid robot market has a long-term potential space of nearly 4 trillion yuan, with Huawei Cloud positioned as a core "seller" in this sector [1] - Four categories of cooperative targets are identified, with a focus on which companies will be the first to realize performance [1] Group 2 - The battle for cost reduction in non-silicon materials has begun, with institutions suggesting to closely monitor the production window in the second half of 2025 [1] - The new type of slurry market is expected to reach 10.5 billion yuan by 2027, with a compound annual growth rate (CAGR) of 124%, indicating significant opportunities for leading companies [1]