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國金證券:從機器人產業鏈節奏來看 板塊調整是中期很好的機會
國金證券研報表示,從機器人產業鏈節奏來看,後續主要催化是定點而非放量,定點的催化2024年仍舊存在,機器人板塊調整下來是中期很好的機會,從市場預期差和邊際角度看,TIER2\TIER3\技術迭代仍然是定點階段的主要邊際方向。人形機器人的產業鏈核心部分是運動關節,綜合考慮價值量和競爭壁壘,建議重點關注以塑代鋼、行星滾柱絲槓、傳感器和減速器環節。建議關注特斯拉和Figure供應鏈行情的擴散效應,以及國產機器人廠商。
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