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中信建投:機器人板塊調整分化 固態電池關注度持續提升
格隆匯 06-23 07:55
中信建投研報稱,人形機器人板塊受Tesla Optimus項目負責人調整及“砍單”傳聞影響,繼續回調和分化,視覺傳感器方向的表現相對較好。傳統工程機械受內銷數據低於預期影響,繼續調整,而零部件、叉車等方向數據邊際改善表現較好。固態電池具有高安全性和高能量密度等優勢,近期行業催化劑不斷,相關設備公司關注度持續提升。
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