大和：人形机器人供应链中机身关节和灵巧手执行器最具投资可操作性最看好拓普集团(601689.SH)等

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智通财经APP获悉，大和发布研报称，执行器(actuators)是人形机器人中最大的物料成本项目，据该行估计约占40-50%。该行认为，目前人形机器人供应链中，机身关节和灵巧手的执行器是硬件层最具投资可操作性的领域。在中国，人形机器人供应链投资近年加速升温，该行认为下一阶段的股票筛选应聚焦于已获得量产定点、良率提升且具备规模化成本下降能力的供应商。在人形机器人供应链中，最看好拓普集团(601689...

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大和：人形机器人供应链中机身关节和灵巧手执行器最具投资可操作性 最看好拓普集团(601689.SH)等

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大和：人形机器人供应链中机身关节和灵巧手执行器最具投资可操作性最看好拓普集团(601689.SH)等