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中信证券:四足机器人商业化前景广阔

CITIC SEC: The commercialization prospects for quadrupedal robots are broad.

Breakings ·  Feb 2 07:25

CITIC SEC Research Reports point out that quadrupedal robots (robot dogs) have wide application prospects in industrial inspection, emergency rescue, military, Consumer, and other fields due to their flexibility and stability advantages. With algorithm optimization, smart enhancements driven by large models, and advancements in the maturity and cost reduction of key components, the commercialization prospects for quadrupedal robots are Bullish. It is predicted that from 2024 to 2030, the global market scale CAGR will be about 33%, and approximately 40% domestically. The quadrupedal robot system and key components include driving systems, Control System, perception systems, etc., with varying value proportions. The current industry is still in its early stages, and the core pain point lies in improving cost-effectiveness, where smart upgrades and reducing Hardware costs are key.

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