(以下内容从开源证券《机械设备行业周报:人形机器人走向2025:巨头云集的主赛道,把握核心主线和节奏》研报附件原文摘录)2025特斯拉或有两个超预期:出现新的执行器供应商;产能有望再度上调特斯拉作为全球人形机器人引领者,历次产品迭代和量产进展一直受高度关注,是机器人板块上涨的主要推动力量。我们复盘如下:(1)2022年4月,马斯克描绘人形机器人广阔前景,市场重点关注谐波减速器、空心杯电机等易理解...
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