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“潮起现代化”科创成长系列六：机器人产业有望迎来跨越式发展加速期-20230818-国泰君安-24页
构建现代化产业体系背景下，科技创新驱动产业智能化升级，叠加政策支持力度加大以及核心零部件国产化率提升，机器人产业有望迎来需求拐点。 摘要： [ 核心观点：智能化的核心载体，科技创新赋能产业升级，前景广阔。市场普遍认为国内机器人产业技术积累不足，相对薄弱的产业基础不足以支撑终端需求。我们认为国内科技创新赋能产业智能化升级，叠加政策支持以及核心零部件国产化进程提速，机器人市场有望呈现出巨大的发展潜力
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