【国泰君安:人形机器人产业化加速 丝杠市场有望迎来百亿级增量空间】国泰君安证券发布研报称,丝杠在人形机器人领域应用进展显著,有望带来广阔的市场增量空间。随着特斯拉Optimus的推出,国内外厂商布局人形机器人领域势头加剧,丝杠需求快速膨胀。预计未来人形机器人销量可达100万台,丝杠市场将迎来百亿级增量空间。然而目前从丝杠的产品端到制造端,均严重依赖进口,国产替代需求十分迫切,国内丝杠生产商及相关设备供应商有望长期受益。

金融界
18 Feb
国泰君安证券发布研报称,丝杠在人形机器人领域应用进展显著,有望带来广阔的市场增量空间。随着特斯拉Optimus的推出,国内外厂商布局人形机器人领域势头加剧,丝杠需求快速膨胀。预计未来人形机器人销量可达100万台,丝杠市场将迎来百亿级增量空间。然而目前从丝杠的产品端到制造端,均严重依赖进口,国产替代需求十分迫切,国内丝杠生产商及相关设备供应商有望长期受益。

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