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中信证券:人形机器人产业趋势和下一阶段密集催化未变 仍然坚定看好

CITIC SEC: The trends in the humanoid robot industry and the next stage of intensive catalysts remain unchanged, still firmly Bullish.

Breakings ·  Dec 23, 2024 00:27

CITIC SEC Research Reports indicate that recently, the humanoid robot sector has seen some adjustments in the market. We believe that the industry trends and the next phase of intensive catalysts remain unchanged, and we are still firmly Bullish. The humanoid robot industry is rapidly developing, and major global manufacturers are starting to ship products, ushering in commercialization for humanoid robots. In recent years, mainstream technology and manufacturing giants in both the Global and China have begun to position themselves in the robot industry, and this period has now entered a phase of intensity. Currently, the market is not solely led by Tesla; 2025 is a clear year for substantial growth, and a new round of intensive catalysts is expected to arrive. Additionally, the main trend of broad AI applications will continue, with robots being one of its important sub-tracks. We are firmly Bullish on the sector's future opportunities and continue to recommend and suggest attention to the major related companies in each key area.

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