中信證券:看好人形機器人科技產業趨勢 建議關注國內機器人核心零部件企業
中信證券研報指出,7月4日,2024世界人工智能大會(WAIC)在上海開幕,人形機器人是本次人工智能大會的重點展示方向之一,從WAIC2024大會上,我們看到了國內人形機器人行業的一些積極進展:1)機器人本體方面,我們觀察到人形機器人本體的參展商數量顯著增加,本次大會上具有豐富的現場展示,體現出人形機器人的能力和可應用性在提升;2)機器人核心零部件上,國產替代進程持續突破,產品已陸續應用在國內的人形機器人本體上,助力人形機器人行業發展。我們看好人形機器人這一科技產業趨勢,建議關注國內機器人核心零部件企業。
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