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==== 🎯 对你作为量化/产业链研究者的意义 ==== 鉴于你已经关注中国半导体供应链 / AI 芯片 /光模块等产业链,你可以把“滚柱丝杠 + 机器人 / 汽车底盘电控”作为另一个潜在的交叉产业链来观察。尤其是随着机器人、新能源车、自动驾驶底盘线控趋势上升,这些丝杠厂商有可能在零部件供应链里扮演重要角色 —— 对应你研究产业链“从上游芯片 + 硬件 + 下游应用 + 机构/资金流”的整体框架,也值得纳入未来研究/跟踪名单。 如果你同意 — 我可以帮你列一个完整“滚柱丝杠 + 精密传动 + 机器人零部件”的A股名单(含港股/北交所也算) + 各家公司最新公开数据(营业额/研发进展/客户/估值),方便你纳入量化/产业链数据库。要这样吗?
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