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Amidst the thriving humanoid robot industry, bearings, pivotal components in these robots, are anticipated to witness a surge in market demand. A recent research report from Guotai Junan Securities highlights that, amidst the accelerated trend of domestic substitution, companies specializing in bearings for humanoid robots and core processing equipment, such as grinding machines, are set to embrace new avenues of development. Bearings find extensive applications across various downstream sectors, with the realm of humanoid robots potentially emerging as a significant growth driver. Currently, the reliance on imports for high-end bearings and processing equipment remains substantial, thereby presenting ample opportunities for domestic substitution. Investment recommendations emphasize targeting enterprises with a competitive edge in this sphere.
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