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中信证券：北京发布政策重点支持“1+4”机器人领域利好人形机器人与硬件发展：中信证券研报指出，近日，北京市经济和信息化局编制印发《北京市机器人产业创新发展行动方案(2023-2025年)(征求意见稿)》，提出发展机器人“1+4”产品体系，加紧布局人形机器人研发与应用，有望推动人形机器人技术升级与商业化加速到来；增强机器人关键零部件、关键技术等产业基础能力，料将推动机器人硬件升级；全面实施“机器人+”应用示范，持续推进机器人多场景规模化加速落地。机器人发展“硬件先行”，建议关注有望充分受益政策支持与产业发展趋势的减速器、伺服系统、控制器、传感器、末端执行器等硬件细分领域。
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