China Galaxy Securities: The increase in the supply of data acquisition solutions has boosted the competition in the commercialization of AI technology.

China Galaxy Securities released a research report stating that the industrial robot industry is still in the 0 to 1 stage, with positive developments in the future at the industry level, and it is recommended to continue to pay attention to investment opportunities. The T chain distinguishes between true and false, and after the "true" supply chain adjustment, it still has investment value. In the domestic chain, priority should be given to high-quality assets that are planning to go public, followed by core component suppliers with good scale and high value. It is recommended to pay attention to the original equipment manufacturers actively, and then to focus on components parts such as machine vision and harmonic reducers with good scale.