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東吳證券:科技、物流龍頭攜手叉車製造商 智慧物流有望迎來快速發展期
東吳證券研報表示,近年來物流業、倉儲業無人化、智能化趨勢明顯,科技、物流龍頭企業與叉車製造商合作日益密切,產業轉型有望提速。(1)安徽合力:2025年2月,安徽合力與華為舉行深化合作協議簽約儀式,雙方將在數字化轉型、智能物流、人工智能等領域開展深化合作。(2)杭叉集團:組建了杭叉智能、杭奧智能、漢和智能三大業務羣,形成涵蓋了AGV、立式存儲和軟件集成系統在內的智能物流整體解決方案;(3)中力股份:先後投資成都睿芯行(智能視覺安全和定位)、浙江科鈦(叉車無人駕駛及物流自動化解決方案)、深圳有光圖像(VSLAM定位導航技術)等。展望未來,大型科技、物流公司進入智慧倉儲賽道將推動AI技術與物流行業加速融合,智慧物流有望迎來快速發展期。
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