中航证券则表示，人形机器人产业趋势明确，目前产业进入从0到1的重要突破阶段，伴随特斯拉Optimus量产临近，人形机器人四季度有望迎来定点、定型、生产节奏确认等催化，2024年将是突破量产的关键一年，板块行情有望持续，推荐关注核心零部件环节。UBS (09880) rose by 9.08% in the morning session, now trading at HKD 103.30, with a turnover of 0.109 billion Hong Kong dollars.
Recently, UBT officially launched the new generation industrial humanoid robot Walker S1, which has now entered BYD factories to carry out handling training tasks, collaborating with L4 level unmanned logistics vehicles, unmanned forklifts, industrial mobile robots, and intelligent manufacturing management systems.
Masterlink Securities pointed out that UBT's humanoid robot practical experience is rich. The Walker S series has now become the humanoid robot with the most entries into vehicle factories for training globally.
Aviation Securities stated that the trend of humanoid robot industry is clear, the industry is currently entering the important breakthrough stage from 0 to 1, and with the mass production of Tesla's Optimus approaching, humanoid robots are expected to confirm the fixed point, fixed type, and production rhythm in the fourth quarter. 2024 will be a key year for breakthrough mass production, the sector market is expected to continue, and attention is recommended on core component segments.
