转自：新华财经

新华财经北京4月24日电 国金证券研报表示，量是人形机器人的核心矛盾点，本体：从巨头独舞到百花齐放。2024年我们认为机器人产业主要是巨头独舞，因为机器人是大模型公司必争赛道，机器人是现实世界数据的入口和商业变现的出口。2025年以Deepseek为代表的大模型开源趋势加速，大脑成本和壁垒下降，机器人作为应用终端将步入百花齐放状态。2025年THB等陆续步入供应链确认阶段，供应链技术和产品迭代以及客户资源能力将成为能否进入头部供应链的最核心要素。

编辑：刘铭

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