具身机器人线缆
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中金:具身机器人线缆行业市场潜力足 有望随头部主机厂同步放量
Zheng Quan Shi Bao Wang· 2025-08-20 00:16
Core Viewpoint - The bionic robot industry is entering a rapid development phase, with leading manufacturers like Yushu achieving small-scale shipments and recognizing the importance of cable mechanical performance and lifespan for the robots [1] Industry Summary - The bionic robot cable industry is characterized by high barriers to entry and significant market potential, expected to grow in tandem with leading manufacturers [1] - There is an opportunity for domestic cable manufacturers to benefit from the growth of the bionic robot sector [1]