麦格理:人形机器人未来5年CAGR将超70%!市场机遇在哪里?

智通财经网
26 Feb

要点我们认为人形机器人主题将引领未来十年发展。中国供应链在技术、创新和成本效益方面具备显著优势。图 1 展示了人形机器人主题股票年初至今(YTD)表现与沪深 300 指数的对比。我们认为,涉足特斯拉供应链对相关企业影响重大,其中对绿的谐波(LHDS)影响最大,其次是三花智控、恒立液压和双环传动。尽管年初至今相关股票价格显著上涨,但随着实际生产逐步落地,仍存在投资机遇。我们预计人形机器人将成为下一个...

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