华福证券-机械设备行业：机器人“电子皮肤”订单爆发式增长，联想首位人形机器人员工亮相-250510

市场资讯2025-05-10

（转自：研报虎）投资要点：电子皮肤应用快速增长、价格降低，有望用于人形机器人多个部位　　据中国机器人网引央视新闻报道，从小众产品到机器人的刚需，电子皮肤应用快速增长，生产研发也在提速。目前我国在电子皮肤领域具备相对优势，产能也有望进一步突破。在浙江嘉兴的一个精密涂布车间，一卷卷用于电子皮肤的膜布快速喷涂后下线，车间主管称今年以来他们接到的订单量大涨，车间全员无休，24小时轮班生产。产能提升的同时，...

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