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The first leader of the "reducer" has returned strongly, and Hillhouse Capital is bullish, and it is expected to go from 5 to 78

author:AA says Finance 1

Today we will talk about "robot reducer"

In today's rapid development of robot technology, the reducer, as one of the core components of the robot, plays a vital role.

The first leader of the "reducer" has returned strongly, and Hillhouse Capital is bullish, and it is expected to go from 5 to 78

A reducer is a device capable of reducing the speed and increasing torque, usually used for robot joints or moving parts. According to the transmission mode and structural characteristics, the reducer can be roughly divided into the following categories: gear reducer, harmonic reducer, RV reducer and other types.

The first leader of the "reducer" has returned strongly, and Hillhouse Capital is bullish, and it is expected to go from 5 to 78

Reducer market development prospects

With the continuous development of robot technology, the reducer market continues to expand. According to forecasts, the global industrial robot reducer market will continue to grow in the next few years, and the demand for harmonic reducers and RV reducers will also continue to rise.

  1. Market potential: With the rapid expansion of the industrial robot market, the demand for reducers is also increasing. In addition, with the rapid development of small robots, mobile robots and other fields, the demand for harmonic reducers and RV reducers will further rise.
  2. Technological progress: With the continuous progress of material science and manufacturing technology, the performance of the reducer will also be further improved. For example, gears made of new materials can increase the load carrying capacity and service life of the reducer.
  3. Customization requirements: With the diversification of robot application scenarios, the customization demand for reducers will also increase. For different types and specifications of robots, the development of targeted and customized reducers will become the future development trend.
The first leader of the "reducer" has returned strongly, and Hillhouse Capital is bullish, and it is expected to go from 5 to 78

To this end, after repeated review and research, Xiaobian has carefully sorted out the concept of "reducer", and selected 4 high-quality leading enterprises, especially the best one, and the certainty opportunity is extremely high Sfa 888 available

1, Fengli Intelligence

The company's main products include steel gears, precision reducers and parts, precision mechanical parts, etc

2, Alt

At present, the company has mastered the technology related to core components such as reducers, couplers and range extenders for new energy vehicles, and has achieved mass production and supply for some customers

3, Haozhi electromechanical

The company's products cover spindle, turntable, reducer, controller and other more than ten product categories, the company focuses on the layout of CNC machine tools and industrial robots and other high-end equipment other core functional components field, in the robot, and has a reducer, control system and module and other robot core functional parts, related robot core functional parts can meet the needs of service robots and assistance robots

4. Opportunity for great certainty

The reasons are as follows:

(1) The company's current production of 3 pin sub-products are used in industrial robot reducer

(2) At present, the stock price is in an upward trend, the limit board is started, and the chips are concentrated

(3) The main low-level heavy position is absorbed, and the recent net inflow exceeds 10 billion

(4) Short-term thinking, the golden cross of the mid-line indicator of the dragon grappling has just appeared, and the expected space is 60%+

In order not to disturb the layout of the main forces, there is not much to say here,

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