A股独一持有人形设备人创新基地的上市企业!人形设备人最硬核龙头,手握订单超百亿,业绩大增470%,有望大涨1000%!
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">知道</span>提醒所有投资者</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">人形<span style="color: black;">设备</span>人将会<span style="color: black;">作为</span>下半年必炒的行情主线之一!</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">倘若</span>说智能手机的升级迭代,改变了<span style="color: black;">咱们</span>的通信方式,加快了信息传递的速度。</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">那人形<span style="color: black;">设备</span>人的<span style="color: black;">面世</span>,不仅会彻底改变<span style="color: black;">咱们</span>现有的生活方式,还将会<span style="color: black;">推动AI科技革命</span>,促进<span style="color: black;">全世界</span>产业升级。</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">按照</span><span style="color: black;">公司</span>预测,<span style="color: black;">将来</span>随着人形<span style="color: black;">设备</span>人产业的发展渗透,它将有望替代房地产和互联网,<span style="color: black;">作为</span>我国乃至<span style="color: black;"><span style="color: black;">全世界</span>经济增长的新引擎</span>。</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><img src="https://mmbiz.qpic.cn/sz_mmbiz_png/30evKZSS1vPZrgaH0hia1EJAvm2UIWaPAO2rwvkhQNDnUmDzEUbMicia3ZF0arPPA4kgy84ibicJ7l0T5Kw70kaicYJw/640?wx_fmt=png&from=appmsg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">2024年世界<span style="color: black;">设备</span>人大会已于8月21日在京开幕,<span style="color: black;">据说</span>这是</span><span style="color: black;">人形<span style="color: black;">设备</span>人亮相最多的一届</span><span style="color: black;">,Optimus<span style="color: black;">亦</span>迎来首秀,叠加宇树科技推出G1人形<span style="color: black;">设备</span>人量产版。</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><img src="https://mmbiz.qpic.cn/sz_mmbiz_png/30evKZSS1vOl2dLLvOAgibHIk2O6N7RnjhXXsv0UWOGk2CTrw9K3PUtWWicjmia2eZBOur6cds6Drgib4guxR2hg6w/640?wx_fmt=png&from=appmsg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">众所周知,人形<span style="color: black;">设备</span>人<span style="color: black;">做为</span><span style="color: black;">全世界</span>的<span style="color: black;">战略新兴产业</span>,<span style="color: black;">亦</span>是AI最重要的落地应用。它不仅能给<span style="color: black;">人工智能、芯片、软件和通信</span>等高精尖领域<span style="color: black;">供给</span>巨大的<span style="color: black;">增量空间</span>,<span style="color: black;">更加是</span><span style="color: black;">将来</span><span style="color: black;"><span style="color: black;">全世界</span>经济转型的重要支柱</span>。</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;"><strong style="color: blue;">应用场景扩容</strong></span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">人形<span style="color: black;">设备</span>人<span style="color: black;">日前</span><span style="color: black;">重点</span>落地的应用场景,还是集中在</span><span style="color: black;">智能制造<span style="color: black;">行业</span></span><span style="color: black;">。</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">优必选科技首席品牌官(CBO)谭旻<span style="color: black;">说到</span>,</span></span><span style="color: black;">工业制造<span style="color: black;">行业</span>存在一个721法则</span><span style="color: black;"><span style="color: black;">——70%的工种<span style="color: black;">能够</span>用机械臂或工业<span style="color: black;">设备</span>人完成,<span style="color: black;">例如</span>简单搬运和喷漆;10%在<span style="color: black;">将来</span>十年中都必须依赖人力,<span style="color: black;">重点</span>是管理和职能工作;</span></span><span style="color: black;">剩下20%<span style="color: black;">能够</span>替换为人形<span style="color: black;">设备</span>人</span><span style="color: black;"><span style="color: black;">,<span style="color: black;">例如</span>贴车标、安全检测和末端物流等,这<span style="color: black;">亦</span></span></span><span style="color: black;">给人形<span style="color: black;">设备</span>人带来巨大的场景想象空间</span><span style="color: black;"><span style="color: black;">。</span></span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><strong style="color: blue;">市场前景广</strong><strong style="color: blue;">阔</strong></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">按照</span>高盛预测,</span><span style="color: black;"><strong style="color: blue;">到</strong></span><span style="color: black;"><strong style="color: blue;">2035年</strong></span><span style="color: black;"><strong style="color: blue;">人形<span style="color: black;">设备</span>人的市场规模将会达到</strong></span><span style="color: black;"><strong style="color: blue;">1540亿美元</strong></span><span style="color: black;"><strong style="color: blue;">,</strong></span><span style="color: black;"><strong style="color: blue;">约合人民币10780亿元</strong></span><span style="color: black;"><strong style="color: blue;">,</strong><strong style="color: blue;">年复合增长率</strong><strong style="color: blue;">高达</strong></span><span style="color: black;"><strong style="color: blue;">94%</strong></span><span style="color: black;"><strong style="color: blue;">。</strong></span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><img src="https://mmbiz.qpic.cn/sz_mmbiz_jpg/30evKZSS1vPZrgaH0hia1EJAvm2UIWaPAmagsYgKt2gGFN4XTDrZ5JvAcqkvicpN0exhpDISSic3W9e2M6jJ6E65g/640?wx_fmt=jpeg&from=appmsg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">由此可见,无论是从<span style="color: black;">应用场景</span>,还是</span><span style="color: black;">市场前景</span><span style="color: black;">来看,都预示着人形<span style="color: black;">设备</span>人<span style="color: black;">已然</span>进入了量产元年,而<span style="color: black;">将来</span>能够深度参与到人形<span style="color: black;">设备</span>人产业链的<span style="color: black;">机构</span>,必将迎来股价和业绩的双向腾飞。</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><strong style="color: blue;">经过深度挖掘,翻阅了上百份研报,梳理了</strong><strong style="color: blue;"><span style="color: black;">三家最具<span style="color: black;">潜能</span>的王者</span></strong><strong style="color: blue;">。</strong></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">第1</span>家,领益智造</span></strong></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">机构</span><span style="color: black;">与特斯拉宣布将合作<span style="color: black;">研发</span>和优化人形<span style="color: black;">设备</span>人“擎天柱2代”</span>(Optimus Gen2),这一合作预计将推动人形<span style="color: black;">设备</span>人技术的<span style="color: black;">商场</span>化进程。</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><strong style="color: blue;"><span style="color: black;">第二家,力星股份</span></strong></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">特斯拉人形<span style="color: black;">设备</span>人供应商</span>,<span style="color: black;">机构</span>主营业务为<span style="color: black;">精细</span>轴承滚动体的<span style="color: black;">开发</span>、生产和<span style="color: black;">营销</span>。<span style="color: black;">机构</span><span style="color: black;">重点</span><span style="color: black;">制品</span>有轴承钢球、轴承滚子。<span style="color: black;">机构</span>的<span style="color: black;">制品</span><span style="color: black;">已然</span>应用于人形<span style="color: black;">设备</span>人中。</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">第三家更具翻倍<span style="color: black;">潜能</span> ,******</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">机构</span>不仅是A股<span style="color: black;">独一</span>一家<span style="color: black;">持有</span>人形<span style="color: black;">设备</span>人创新基地的<span style="color: black;">机构</span></span></strong><strong style="color: blue;"><span style="color: black;">,<span style="color: black;">机构</span>战略布局<span style="color: black;">设备</span>人三年半投3.6亿<span style="color: black;">开发</span>!</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">机构</span>还先后<span style="color: black;">解决</span>了智能<span style="color: black;">设备</span>人用“高性能谐波减速器”、“六维力传感器”、“<span style="color: black;">掌控</span>系统”等一系列核心功能部件技术,当前股价仅有十几块,风口已来,随时有望一飞冲天。</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">为了<span style="color: black;">守护</span>粉丝利益,我把最后这家放在了</strong><span style="color: black;"><strong style="color: blue;"><span style="color: black;">《<span style="color: black;">设备</span>人<span style="color: black;">潜能</span>股内参》</span></strong></span><strong style="color: blue;">中。</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><a style="color: black;">内参点<span style="color: black;">这儿</span></a></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/sz_mmbiz_png/30evKZSS1vOl2dLLvOAgibHIk2O6N7RnjulP0Pz4PGHElf6T1AqffMPPJ7DmprX4H7yGqtBIcvtdwia8vhibFkm0w/640?wx_fmt=png&from=appmsg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">想跟上的<span style="color: black;">伴侣</span>请留意,</strong><span style="color: black;"><strong style="color: blue;"><span style="color: black;">领取内参资料的方式有两种</span></strong></span><strong style="color: blue;">:</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">1、</span></strong><span style="color: black;"><strong style="color: blue;"><span style="color: black;">点击<span style="color: black;">照片</span>上方的蓝色字体链接</span></strong></span><strong style="color: blue;">,<span style="color: black;">就可</span>领取。</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">2、</span><span style="color: black;">倘若</span>链接失效,</strong><span style="color: black;"><strong style="color: blue;"><span style="color: black;">请回到公众号首页,查看置顶<span style="color: black;">文案</span></span></strong></span><strong style="color: blue;">,就能领取到了。</strong></p>
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