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銀河證券:核電領域有望率先實現具身智能賦能與落地

銀河證券研報稱,國內核電人形機器人產業發展提速,多家上市公司在覈電人形機器人領域積極佈局,推動產業不斷向前發展。其中,景業智能深耕核工業,在乏燃料後處理業務上持續發力,其“胡狼1號”四足巡邏機器人備受關注,通過收購和戰略合作拓展業務;申昊科技與雲深處科技合作,藉助雙方優勢開發核工業智能巡檢機器人;上海電氣啓動“麒麟”具身智能訓練場,研發工業級人形機器人;億嘉和推出RK100人形機器人,探索核電巡檢應用;瀋陽新鬆機器人開發核應急機器人,並在海外市場取得突破,加速全球化進程。銀河證券認爲,核電領域作爲危險、重複、繁重的工業應用場景,有望率先實現具身智能賦能與落地。

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