Group 1 - InnoLux (02577) shares rose over 7%, with a cumulative increase of over 20% this month, currently trading at 82.35 HKD with a transaction volume of 356 million HKD [1] - On December 3, InnoLux announced a strategic partnership with ON Semiconductor to accelerate the application and layout of Gallium Nitride (GaN) technology [1] - The collaboration aims to integrate InnoLux's advanced GaN manufacturing capabilities with ON Semiconductor's expertise in system packaging and integration, targeting rapid deployment in sectors such as electric vehicles, artificial intelligence, data centers, and industrial applications [1] Group 2 - The partnership is expected to generate hundreds of millions of dollars in GaN sales over the coming years, providing both companies with a competitive edge in key market segments [1] - Recent developments in the robotics sector highlight a growing trend towards GaN-driven actuators, with leading manufacturers incorporating GaN chips into critical components of humanoid robots [1] - The report from Guosheng Securities suggests monitoring leading companies in the GaN drive sector, including upstream GaN power device manufacturers like InnoLux [1]

温馨提示 ： 点击下方图片，查看运营团队最新（12月）原创报告（共260页） 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微 信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； 正文： 12月，特斯拉开启新一轮审厂，T链走向越发明朗！ 回顾11月，从情绪低至" 冰点 "到"高涨"，二级市场机器人板块仅用了三天；11月21日至今，板块上行， T链利 好标的迎来不错反弹，而 这些标的多和获得"定点"有关， 而这波反弹有望在12月延续。 因此，对于11月份以及已经开启的12月份而言，T链标的的催化是 定点 。 11月3日，通过产业链调研，部分T供应商就已经陆续收到 V3初版图纸； 本次反弹之前，诸多T链就已传来利好 资讯，如RT、LX、DH、SL、XJ、CY、SY等，不少核心标的提到已获得更高的量产指引，定点顺利等，最终成 为本波反弹主力，轮动上行。 注： 小编 "机器人头条"知识星球 "人形供应链专栏 每天都会对大盘行情进行详细梳理，包括盘前预测、盘中利好/利空梳理以及盘 后复盘，并梳理T链重点利好资讯和企业， ...