The Zheshang Securities Research Report indicates that leading manufacturers in the fields of artificial intelligence, new energy vehicles, consumer electronics, industrial robots, etc., are supporting the humanoid robot industry and are expected to exceed expectations in 2024, which may enter the first year of small-batch mass production. The industry is gradually shifting from being driven by Tesla to a new stage of two-wheel drive and internal policy catalysis by domestic and overseas manufacturers. Recommended attention: Sanhua Intelligent Control, Tuopu Group, Double Ring Drive, etc.
浙商证券研报指出人工智能、新能源车、消费电子、工业机器人等领域龙头厂商加持预计2024年人形机器人行业或将进入小批量量产元年产业化落地进度有望超预期。行业逐步由特斯拉驱动转向国内、海外厂家双轮驱动、内部政策催化的新阶段。建议关注：三花智控、拓普集团、双环传动等。
The Zheshang Securities Research Report indicates that leading manufacturers in the fields of artificial intelligence, new energy vehicles, consumer electronics, industrial robots, etc., are supporting the humanoid robot industry and are expected to excee
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