Humanoid robots open up a new space in the precision gear market! Sorting out listed companies that benefited

Financial News Agency, July 8 (Editor Xuri) The rapid development of humanoid robots has brought new opportunities to the gear industry. China-Malaysia Transmission, which is mainly engaged in vehicle gears, has been operating for nearly two months. The cumulative maximum increase in stock price reached 159%, and the maximum cumulative increase in Shuanghuan Transmission's stock price in the past month was 72%.

Chen Chuanhong of Guojin Securities pointed out in a research report on June 28 that the gear track in the automotive field is undervalued, and the amount of gears used in new energy vehicles is significantly lower than that of oil vehicles. As the penetration rate of new energy vehicles gradually increases, The gear market space has shrunk sharply. The large-scale mass production of humanoid robots will open up a new space for the precision gear market. The automotive gear company is expected to switch production capacity to humanoid robot gear.

Data shows that gears provide transmission effects for the movement of cars, such as traveling and turning, as well as the walking and joint activities of robots. In terms of humanoid robots, gears are mainly located at the robot's joints. Taking Tesla's humanoid robot Optimus as an example, its 14 rotating joint assemblies will all use reducer gears, such as harmonic reducer gears.

Chen Chuanhong said that from the perspective of a reducer company, assuming that a single robot needs to use 10 harmonic reducers and 4 planetary reducers, when the number of humanoid robots per 10,000 people reaches 45, the global robot use of harmonics /Planetary reducer market space is 449.5/71.9 billion yuan respectively,

compared with 0.07 units per 10,000 people, an increase of 540 times/552 times respectively

. For gear companies, with the rapid growth of humanoid robots, gear components will gradually be standardized, and a large number of reducer suppliers will begin to procure gears from outside, which will benefit the gear industry.

It is estimated that when the number of units per 10,000 people reaches 45, the market space for humanoid robot gears will reach nearly 380 billion yuan, which is equivalent to about four times the automotive market space in 2022

.

The technical barriers of gears are low, but the homogeneous competition is fierce, the production cycle is long, the cost is high and the profits are small, which brings great cost reduction challenges to reducer companies. Therefore, from the perspective of economy and light assets, Chen Chuanhong believes that after the mass production of humanoid robots, reducer companies will form a complete supply chain by purchasing gear parts that meet their production requirements in the market, and then achieve mass production.

Chen Chuanhong predicts that the development of gear companies will have two branches in the future. One is for gear manufacturers to advance to reducer assembly manufacturers, and the other is to advance to third-party suppliers of robot gears.

Involved listed companies include: Green Harmonic, Fengli Intelligence, Green Harmonic, Zhongji Kemei, Shuanghuan Transmission, Zhongli De, Shanghai Electromechanical, Hengfengtai, Guomao Co., Ltd., Tongli Technology, and Haoneng Co., Ltd. , Precision Forging Technology, Fulin Seiko, Zhongma Transmission, Lanfan Technology, Juyi Technology, Shanzi Co., Ltd., Wanliyang, Quanfeng Automobile, etc.

陈春红 It is recommended to pay attention to transmission gear track companies that may be reshaped, such as Shuanghuan Transmission, Landai Technology, etc.

Specifically, Shuanghuan Transmission is mainly engaged in the research and development and manufacturing of mechanical transmission gears and related parts. It is a leading enterprise in transmission gears and gear parts. It has formed a business covering passenger cars, commercial vehicles, non-road machinery, electric A complete product structure in various fields such as tools.

Landai Technology continues to promote research and development, constantly optimizes the customer structure and adjusts the product structure. With high-precision gears and shafts for new energy vehicles as the core, it actively deploys core products in the three major segments of new energy vehicles, fuel passenger vehicles, and commercial vehicles. Especially in the field of new energy automobile parts, we have established strategic partnerships with first-tier brand customers at home and abroad. The estimated investment amount is 487.0021 million yuan, which is the "new energy vehicle high-precision transmission gear and motor shaft manufacturing project" that the company is investing and constructing.

Source: Financial Associated Press

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