晚上美股小鹏大涨,超预期,那就上来分享个预期差

自证非人类视频:
剪裤脚,露皮肤+骨骼,性感


首先作为轻量化解决方案,无非是碳纤维和PEEK,小鹏用哪个还不确定
PEEK领域

5月尚未有PEEK材料出货,之后6月份和小鹏见面,
9月份就公告已经有获得国内某头部主机厂的人形机器人碳纤维壳体项目
碳纤维领域:


小鹏合作:

四季度业绩爆炸

兼具深度绑定小鹏,PEEK,碳纤维,人形机器人的低位小票,明确业绩将大幅增长
我觉得就是最大概率的骨骼供应商吧
就酱紫,够了哈
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注:此文仅代表作者观点
