20230717_华创证券_电力设备及新能源行业深度研究报告：人形机器人技术奇点时刻新一次工业革命的开始_32页.pdf
2009 1210 2023 07 17+ChatGPT 1939 Elektro 84 ChatGPT AI iPhone-ZMP ZMP+S0360522080001 S0360523010001 S0360523050001%()291 0.04()59,005.58 6.27()48,377.15 6.69%1M 6M 12M 6.7%-9.1%-24.0%5.8%-4.8%-14.2%20230710-20230716 6 5 2023-07-16 6 2023-07-11 20230703-20230709 6 2023-07-10-30%-19%-8%3%22/07 22/09 22/12 23/02 23/05 23/072022-07-182023-07-14 300 2009 1210 AI AI ChatGPT AI AI“”AI/AI Optimus Optimus Optimus 28 12 WUFUxOmRnOmNsMnOsPqPoP8OaOaQoMmMtRtQeRmMrOiNrQvN7NmNoQuOsRoQMYpMoO 2009 1210 3.6.6 ChatGPT.7.10+.10.14+.15.20 603728.SH.20 601689.SH.20 002050.SZ.21 300124.SZ.22 688160.SH.22 300660.SZ.23 688320.SH.24 002896.SZ.24 002338.SZ.25 688022.SH.25 002472.SZ.26 688017.SH.27 300503.SZ.28 002979.SZ.28.29 2009 1210 4 1 Universal Robot UR20.6 2.6 3 Optimus.6 4.6 5.7 6.8 7 LLM.8 8.9 9.9 10 Optimus Autopilot.9 11 Dojo A100 4.4.10 12 Optimus.10 13.11 14.11 15.13 16.13 17 Optimus.13 18 Model 3.14 19.14 20.14 21 2021.15 22.15 23 DOJO D1.15 24 Optimus.16 25 Tesla Optimus.16 26.16 27.17 28.17 29.17 30.18 31.18 32.18 33.19 2009 1210 5 34.19 35.19 36.20 37 2018-2022.20 38.20 39 2018-2022.21 40.21 41 2018-2022.22 42.22 43 2022.22 44.22 45 2018-2022.23 46.23 47 2018-2022.23 48.23 49 2018-2022.24 50.24 51 2018-2022.25 52.25 53 2018-2022.25 54.25 55 2018-2022.26 56.26 57 2018-2022.27 58 8000.27 59 2020-2022.27 60.27 61 2018-2022.28 62.28 63 2020-2022.29 64.29 2009 1210 6 1 Universal Robot UR20 2 Universal Robot 2022 CyberOne Optimus 3 Optimus 4 2009 1210 7 5 CARSCOOPS Analytics india magazine Eduporium Geeky Gadgets ChatGPT 1939 Elektro 1 W AP WL WABOT 2 2000 ASIMO 8 3 Optimus C 2023 ChatGPT 2023 2009 1210 8 6 Atlas Obscura CNET Japan Atlas IEEE Salvius Hanson Robotics ChatGPT LLM AI GPT BERT AI+AI/AI 7 LLM ChatGPT 2009 1210 9,+8 9 AI Day 2022 AI Day 2022 Dojo D1 FSD Optimus 10 Optimus Autopilot AI Day 2022 2009 1210 10 11 Dojo A100 4.4 AI Day 2022 CTC 9000 12 Optimus AI Day 2022+1-2009 1210 11 13 14 2009 1210 12 IBM 32 2 1997 12 10 3 2 ZMP+2009 1210 13 15 ZMP M.Vukobratovic Stepaneko 1968 ZMP ZMP+ZMP ZMP ZMP ZMP ZMP ZMP Asimo Walker TORO(MPC)(WBC)ZMP ZMP 16 17 Optimus OFweek AI Day 2022 2009 1210 14 Model 3 2019 2021 30%90%2019 35 2021 25 18 Model 3 Optimus FSD 19 20 IT Tesla 2021 49%2009 1210 15 21 2021 2021+1 AI SoC Wi-Fi LTE DOJO D1 7nm 500 645 A100 826mm AMD Arcturus 750mm D1 22.6FLOPS FP32 BF16/CFP8 362 TFLOPS D1 400W TDP D1 4 1.3 80%22 23 DOJO D1 AI Day 2022 AI Day 2021 2009 1210 16 2 Optimus 28 24 Optimus 25 Tesla Optimus AI Day 2022 Tesla Optimus 26 AI Day 2022 2009 1210 17 27 28 Kollmorgen RV 29 2009 1210 18 30 31 AI Day 2022 32 AI Day 2022 Optimus()6-12/2009 1210 19 33 34 Jiangcy 3 6 35 Tesla Optimus 2009 1210 20 36 603728.SH LED 2022 29.6 9.05%2.47 11.58%2.34 9.36%Wind 2023 7 7 23/24/25 32.94%/31.5%/26.91%39.35/51.75/65.67 63.27%/50.65%/38.37%4.04/6.08/8.41 PE 72.6/47.8/34.3 37 2018-2022 38 Wind 601689.SH 1983 40 2009 1210 21 NVH Tier0.5 QSTP RIVIAN LUCID 2022 159.92 39.52%17.0 67.13%16.56 70.57%Wind 2023 7 7 23/24/25 40.02%/34.77%/32.45%223.94/301.80/399.74 38.03%/39.57%/34.23%23.47/32.75/43.96 PE 35.1/25.2/18.8 39 2018-2022 40 Wind 002050.SZ Omega 2022 213.48 33.25%25.73 52.81%22.91 54.05%Wind 2023 7 7 23/24/25 26.04%/21.87%/21.27%269.06/327.9/397.66 21.43%/23.33%/21.83%31.25/38.54/46.95 PE 32.4/26.3/21.6 2009 1210 22 41 2018-2022 42 Wind 300124.SZ 2003 PLC 2022 230.08 28.23%43.2 20.89%33.89 16.13%Wind 2023 7 7 23/24/25 29.17%/29.64%/24.34%297.2/385.31/479.1 23.72%/30.92%/21.26%53.44/69.97/84.84 PE 33.5/25.6/21.1 43 2022 44 Wind 688160.SH/2022 M2 AK800 DtoolsV4.0 2009 1210 23 2022 5.39 0.37%0.91 21.88%0.87 28.32%Wind 2023 7 7 23/24/25 25.48%/24.51%/24.29%6.77/8.43/10.47 24.38%/25.66%/27.63%1.13/1.42/1.82 PE 57.3/45.6/35.7 45 2018-2022 46 Wind 300660.SZ 30 2 TCL LG 2022 29.0 0.65%2.59 5.96%3.39 46.04%Wind 2023 7 7 23/24/25 23.07%/18.74%/18.71%35.69/42.38/50.31 35.84%/31.7%/20.42%3.51/4.63/5.57 PE 31.6/24.0/19.9 47 2018-2022 48 Wind 2009 1210 24 688320.SH 2011 11 CNC PLC 3C 2022 9.44 25.66%0.9 17.85%0.8 19.79%Wind 2023 7 7 23/24/25 47.65%/36.6%/33.37%13.94/19.05/25.40 81.13%/48.04%/29.78%1.64/2.42/3.15 PE 41.9/28.3/21.8 49 2018-2022 50 Wind 002896.SZ 1998 RV+2022 8.98 5.81%0.66 18.43%0.5 33.73%Wind 2023 7 7 23/24/25 30.57%/29.35%/23.22%11.72/15.16/18.68 49.18%/50.51%/26.17%0.99/1.49/1.88 PE 60.1/39.9/31.7 2009 1210 25 51 2018-2022 52 Wind 002338.SZ 2001 6 JKR 2022 6.27 14.67%0.82 75.31%0.00377 98.83%Wind 2023 7 7 23/24/25 68.19%/30.66%/30.26%10.55/13.78/17.95 146.56%/39.17%/38.60%2.02/2.81/3.89 PE 47.56/34.17/24.65 53 2018-2022 54 Wind 688022.SH 2007 0%10%20%30%40%50%60%70%80%90%100%2018 2019 2020 2021 2022 2009 1210 26 2018 KWR36 SEER AMR AMR 2022 11.43 50.77%0.74 20.90%0.26 16.60%Wind 2023 7 7 23/24/25 116.16%/51.40%/33.83%24.70/37.40/50.05 230.83%/50.26%/35.50%2.43/3.65/4.95 PE 23.27/15.49/11.43 55 2018-2022 56 Wind 002472.SZ 1980 2013 RV 40 RV 6-500kg 2022 68.38 26.84%5.82 78.37%5.67 96.91%Wind 2023 7 7 23/24/25 86%88%90%92%94%96%98%100%2018 2019 2020 2021 2022 2009 1210 27 24.43%/22.59%/20.54%85.09/104.31/125.73 38.02%/30.98%/28.41%8.03/10.52/13.51 PE 35.34/26.98/21.01 57 2018-2022 58 8000 Wind 688017.SH 2003 LCD LCS 2022 4.46 0.54%1.55 17.91%1.28 13.20%Wind 2023 7 7 23/24/25 52.83%/40.72%/41.56%6.81/9.59/13.57 56.23%/38.45%/35.63%242.64/335.93/455.61 PE 93.01/67.18/49.53 59 2020-2022 60 Wind 0%10%20%30%40%50%60%70%80%90%100%2018 2019 2020 2021 2022 90%91%92%93%94%95%96%97%98%99%100%2020 2021 2022 2009 1210 28 300503.SZ 2006 61 2018-2022 62 Wind 002979.SZ 1997 PLC DM2C LVM 2022 13.38 11.20%2.20 0.91%1.30 36.01%Wind 2023 7 7 23/24/25 20.63%/25.20%/14.47%16.14/20.21/23.13 12.72%/26.43%/24.97%2.48/3.14/3.92 PE 28.31/22.39/17.92 0%10%20%30%40%50%60%70%80%90%100%2018 2019 2020 2021 2022 2009 1210 29 63 2020-2022 64 Wind 0%10%20%30%40%50%60%70%80%90%100%2020 2021 2022 2009 1210 30/2022 5 2 2022 2022 2 2022 1 2 2022 2022 2022 2009 1210 31 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-66500808 010-66500821 010-63214682 0755-82828570 0755-83715428 0755-82756804 0755-82871425 0755-83024576 0755-82871425 021-20572536 021-20572555 021-20572257-2552 021-20572506 021-20572585 021-20572509 021-20572548 021-20572573 0755-82756805 021-20572559 021-20572559 0755-82756805 021-20572559 玙 021-25072549 2009 1210 32 A 300 500/6 20%6 10%20%6-10%10%6 10%20%3-6 5%3-6-5%5%3-6 5%26 C 3A 1061 A 19 33 12 100033 518034 200120 010-66500801 0755-82027731 021-20572500 010-66500900 0755-82828562 021-20572522
