埃斯頓(002747.SZ):工業機器人將長期保持景氣發展趨勢,下半年的增長值得期待
格隆匯9月6日丨埃斯頓(002747.SZ)接受特定對象調研時表示,工業機器人將長期保持景氣發展趨勢,下半年的增長值得期待:一方面在北京、上海等多地區積極落實各項鼓勵智能製造及機器人+的政策加持、更多行業復甦的有利宏觀環境下,需求將保持增長;另一方面國產替代的發展趨勢進一步明確。在下游應用細分市場,公司按照“通用+細分”的市場戰略,不斷擴大下游行業應用,目前重點的行業佈局包括光伏、新能源汽車、動力電池、儲能、汽車零部件、船舶鋼結構焊接等應用領域。
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