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Arthur2007
Arthur2007
·
2025-12-24
$特斯拉(TSLA)$
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Arthur2007
Arthur2007
·
2025-12-07
人形机器人大概率会成为引爆业绩的爆发点，尤其是2026年或将迎来行业业绩的集中爆发，不过当前仍需跨越效率不足、技术路线未定型等关键门槛。具体依据如下： 1. 订单与产能备货已锁定短期增长：花旗、摩根等投行调研确认，2026年人形机器人核心企业营收至少是2025年的2倍。领益智造2025年相关订单破10亿元，优必选累计订单超13亿元；特斯拉还要求上游2026年Q1支撑“3000台/周”的丝杠供应，浙江荣泰等企业也在全力扩产以匹配需求，这些实打实的订单和备货动作都为业绩爆发筑牢基础。 2. 跨界企业入局拓宽产业增长空间：汽车零部件企业正大量切入机器人赛道，拓普集团切入特斯拉等巨头机器人供应链，双环传动的精密减速器覆盖多规格工业机器人需求，这类企业凭借精密制造和成本控制能力，推动机器人核心部件成本下降，加速产业规模化，进一步放大业绩增长潜力。 3. 多领域需求打开长期增长天花板：目前机器人已在制造业装配、工厂分拣等场景落地，同时军工领域对自动化装备的采购量持续增加，“机器人+军工”概念企业甚至创下净利暴涨2132%的成绩。未来随着技术成熟，其应用还会延伸到家庭服务、后勤保障等更多场景，持续释放业绩增长动能。
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Arthur2007
Arthur2007
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2025-11-26
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Arthur2007
Arthur2007
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2025-10-29
满仓干
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Arthur2007
Arthur2007
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2025-10-29
梭哈
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Arthur2007
Arthur2007
·
2025-09-17
$特朗普媒体科技集团(DJT)$
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Arthur2007
Arthur2007
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2025-09-15
449.我all in
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Arthur2007
Arthur2007
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2025-09-12
$百度集团-SW(09888)$
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Arthur2007
Arthur2007
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2025-09-12
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Arthur2007
Arthur2007
·
2025-08-27
必须的
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