中信证券：氮化镓器件快速发展助推机器人产业落地

智通财经2025-12-27

智通财经APP获悉，中信证券发布研报称，氮化镓（GaN）技术正成为驱动下一代机器人性能革命的关键使能力量。其“高频、高效、高功率密度”的物理特性能直接解决机器人关节“轻量化、高响应、高能效”的三大核心诉求。该行建议关注国内头部的可以帮助海外特斯拉厂商逐步降本的核心供应厂商；建议重点关注在人形机器人、商业航天等未来赛道已有产品布局的公司，比如研发机器人关节模组的公司，同时建议积极关注从材料、芯片设计...

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