【华西电新】全球储能有望迎高增，Ai电力产业链+机器人加速布局

华西研究2025-12-24

“华西研究”小程序全面升级！专业研值，一镜到底！华西电新（一）人形机器人Mercado Libre联手Agility Robotics部署Digit人形机器人随着海内外企业布局加速&AI技术突破，人形机器有望迎来量产落地时点。在降本需求的驱动下，人形机器人核心零部件的国产替代需求强烈，市场空间广阔，率先取得突破的国内企业有望深度受益。灵巧手、大脑和轻量化是人形机器人商业化落地的关键环节，重点看好...

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