轻量化硬件

Search documents
【金牌纪要库】对话机器人首席!下半年机器人产业链重点在哪?具备全球化能力、能深度绑定全球大客户的机器人产业链企业前景更加广阔
财联社· 2025-06-30 01:23
Core Viewpoint - The article emphasizes the importance of the robotics industry in the second half of the year, highlighting key areas of focus and potential growth opportunities for companies involved in this sector [1]. Group 1: Robotics Industry Trends - Tesla holds the strictest control over patents in the robotics field, particularly in the motor segment, with high torque density motors being a critical area that needs to be addressed [1]. - Companies with global capabilities that can deeply engage with major global clients are expected to have a brighter outlook in the robotics supply chain, as they have already made early global layout preparations [1]. - The trends in core hardware for robotics continue to focus on dexterous hands and lightweight designs, with companies accumulating significant first-mover advantages in these areas [1].