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中信建投:機器人是本輪科技變革、AI變革的交匯點,回調依然是買入機會
中信建投研報指出,當前機器人存在技術、量產、應用等多方面迭代進程,產業趨勢未變,機器人依然是本輪科技變革、AI變革的交匯點,回調依然是買入機會。現在已經看到機器人的應用環節正在爆發,從產業邊際角度看將是今年增量最大的方向。關注三類公司:1)頭部本體廠商,技術領先和規模降本,將出現顯著的馬太效應;2)零部件層面具備持續降本的公司(尤其是靈巧手、電子皮膚、輕量化、電控、大模型)。技術能夠帶來機器人性能突破的公司,比如視觸覺電子皮膚等;3)本體百花齊放下,本身就具備應用場景的環節。類比AI,入口會具備持續價值,比如工廠、礦山等。
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