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人形機器人產業鏈情況
人形機器人產業鏈情況
?人形機器人產業鏈主要包括上游的核心零部件、中游的機器人本體制造以及下游的機器人應用。我們判斷更多的投資機會將集中在上游的人形機器人供應鏈中，如電機、減速器、滾珠絲杠、執行器總成等。
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所屬報告： 人形機器人行業深度報告：人形機器人行業風起優質汽零有望延伸受益-230808（38頁）.pdf
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