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2024人形機器人催化事件-行業數據

2024人形機器人催化事件
2024人形機器人催化事件
我們以汽車產業類比機器人產業，在汽車行業某車型量產前1-2年，主機廠將提前向供應商發放定點，因此我們認為2024年特斯拉人形機器人有望向Tier1發放執行器定點，Tier1后續向上游零部件供應商發放定點，定點事件或將推升2024年機器人板塊景氣度。
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所屬報告： 人形機器人行業深度報告：人形機器人從0到1國產化&軟件賦能帶來行業變革-240410（49頁）.pdf
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