国联民生：人形机器人产业正进入“规模制造提速、场景持续拓展、具身智能升级”三重驱动阶段

格隆汇08-11 14:39

国联民生研报表示，人形机器人产业正进入“规模制造提速、场景持续拓展、具身智能升级”三重驱动阶段。近期板块大幅回调释放前期估值压力，但产业端商业化推进、资本加码与产品迭代仍在加速，基本面与股价短期背离，建议把握回调带来的中长期配置窗口。

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