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中泰證券:宇樹科技有望引領全球AGI產業發展
格隆匯 02-21 08:05
中泰證券研報稱,作為具身智能引領者,宇數科技有望引領全球AGI(通用人工智能)產業的發展。2016年至今,宇樹科技產品戰略經歷了從小狗到大狗,從四足到雙足,從“大”人到“小”人,產品應用場景已涵蓋消費級/工業級等各垂類領域。宇樹科技產品運控性能卓越,快速迭代引領潮流。繼宇樹發佈“小”人形後,頭部主機廠紛紛跟進。基於“具身智能是通往AGI的核心路徑”這一AI觀,宇樹科技憑藉在機器狗上積累的硬件先發優勢,並複用其底層技術(電機、減速器、深度學習算法等)至人形機器人,有望使其佔據全球AGI行業制高點。宇樹科技率先進入人形機器人的量產階段,對於降本增效的極致追求將帶來供應鏈的持續創新,建議關注:1)關節軸承以滑替滾;2)諧波減速器球墨鑄鐵化;3)固態電池為機器人量身定製降本增效;。
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