Huatai Securities: Suggest focusing on investment opportunities in the quadruped robot body and mission payload industry chain

Huatai Securities pointed out that the domestic military quadruped robot industry chain can be divided into two parts: the body and the mission payload. The body is similar to limbs and the cerebellum, while the mission payload is akin to the brain and tools. The overall design and assembly integrators of military quadruped robots are mainly state-owned military enterprises; the mission payload includes types such as reconnaissance, strike, and communication. Additionally, companies like BOOMY mainly engage in secondary development based on the purchase of the body and mission payload to meet special application needs. Both the body industry chain of quadruped robots and the mission payload suppliers are expected to benefit from the ramp-up of military quadruped robots