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人形机器人行业深度报告：人形机器人星火燎原，各零部件国产替代前景广阔-20231103-西部证券

人形机器人行业深度报告  核心结论人形机器人“性能提升+成本下降”势在必行，市场空间广阔。“性能提升+成本下降”是人形机器人发展的核心，随着 AI 技术发展，传感技术升级，人形机器人有望成为“具身智能”的理想载体；随着特斯拉不断发挥产业链优势，核心部件国产替代加速，机器人成本有望大幅下降，马斯克预计特斯拉 Optimus 售价有望低于 2 万美元/台。人形机器人市场空间广阔，预计至 2030

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