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Guotai Haitong Securities: Optimistic about robot perception systems, core components, and robot OEMs

MarsBitNews
Mars Finance News, Guotai Haitong Securities Research Report states that they are optimistic about robot perception systems, core component manufacturers, and main body manufacturers. Physical AI foundational models and simulation engines accelerate robot development processes, with industrial and service scenario implementations opening up business models. Investment and financing in the industry chain are speeding up to promote R&D and capacity deployment, and the scale effects of key products are expected to stimulate end-user demand. Recommendations: 1. Perception ability is the key breakthrough point; optimistic about tactile and visual sensors; 2. Core components benefit first from mass production; optimistic about dexterous hands/lead screws/lightweight materials; 3. Leading main body manufacturers benefiting from increased end-user demand.
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