国盛证券近日研报表示从机器人产业链节奏来看后续主要催化是定点而非放量定点的催化2024年仍旧存在机器人板块调整下来是中期很好的机会从市场预期差和边际角度看TIER2\TIER3\技术迭代仍然是定点阶段的主要边际方向。

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国盛证券近日研报表示从机器人产业链节奏来看后续主要催化是定点而非放量定点的催化2024年仍旧存在机器人板块调整下来是中期很好的机会从市场预期差和边际角度看TIER2\TIER3\技术迭代仍然是定点阶段的主要边际方向。人形机器人的产业链核心部分是运动关节综合考虑价值量和竞争壁垒建议重点关注以塑代钢、行星滚柱丝杠、传感器和减速器环节。可重点关注以塑代钢环节的中研股份（潜在）和新瀚新材（潜在）；行星滚柱...

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