J.P. Morgan SELL

JPM China Thematic

Aug 17, 202620 pages页

From the report报告摘录China's Humanoid Robot Growth & Localization Upside: 150% CAGR global shipments (18,000→1.75M by 2030), China holds 50%+ market share; high-entry-barrier components (planetary roller screws: 40-50% localized; sensors…

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