
A | 获悉,中信建投发布研报称,(1)人形机器人:宇树登陆科创板、世界机器人大会WRC顺利召开,板块持续催化,建议聚焦优质环节。 (ECNS) -- Humanoid robots, automated sorting systems, and autonomous delivery vehicles are being widely used across China’s express delivery sector, from sorting centers to last-mile delivery. At a mail processing center in Guangzhou, Guangdong Province, humanoid robots sort parcels alongside robotic arms and autonomous forklifts. The center handles more than seven million mail items a day, with robotic arms processing up to 1,200 items per hour during peak periods. A three-dimensional sorting system developed by a Guangzhou-based company can process between 8,000 and 20,000 items per hour, boosting efficiency by roughly fivefold while reducing floor-space requirements by about 50%. In Foshan, autonomous vehicles are being used to move parcels, fresh food and bulky goods between delivery outlets, community collection points and local businesses. At one electric two-wheeler retailer, the service has cut logistics costs for transfers between stores by 60%. At a smart logistics facility in Quanzhou, east China's Fujian Province, more than 100 mobile robots shuttle goods through the warehouse. A newly introduced storage system can handle up to 2,637 bins per hour. (By Intern Yang Hongran, Zhang Dongfang)
。(2)AIDC发电设备:Q2全球燃机订单创历史新高,坚定看好国产燃机出海。

B | (3)工程机械:7月挖机内外销继续共振向上,板块将迎来逐季度改善。(4)半导体设备:存储IPO继续推动,看好半导体设备下半年创新高。(5)锂电设备:排产创新高、涨价潮启动,锂电景气延续强势。

C |
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