The only A-share company, "robot + reducer", with a trillion valuation, is expected to be 7 yuan to 112 yuan
The vent is really activated! Since Tesla CEO Musk announced that he will announce the humanoid robot Optimus in September, the robot sector has been active repeatedly, and the reducer, servo system, and controller leading targets have repeatedly reached new highs, becoming one of the most valuable concepts in recent times.
With the development of artificial intelligence technology, robots will be an important variable for the comprehensive outbreak of artificial intelligence technology, and the degree of intelligence is getting higher and higher, gradually entering a subversive stage, becoming a core carrier integrating big data, cloud computing, and artificial intelligence, and has a wide range of industrial applications.
Then what Brother Tuo wants to talk to you about today is the reducer.
Under normal circumstances, each joint of the industrial robot will be equipped with a reducer to achieve the purpose of precise control.
The reducer is the most important component of the robot, and the optical module is also the most important cornerstone of artificial intelligence computing power.
Although the reducer sector has not reached a new high for the time being, a large amount of money is already about to move!
The following Xiaobian has also sorted out five related companies, especially the last one has great potential, it is recommended to collect research, let's take a look together!
The first one - Hyde Control
The company intends to acquire and restructure Xingzhida Company, and its harmonic reducer and planetary reducer are also widely used in industrial production lines and domestic and foreign brand multi-joint robot manufacturers.
The second - double ring transmission
The company gathers top talents in the field of precision transmission at home and abroad, after years of precipitation, the developed series of high-precision joint reducers have been widely used in many mainstream robot products in China, the market share is gradually increasing, the product quality has been highly recognized by customers, and gradually become the leading brand of domestic robot reducers.
The third - Xinshida
The company's planetary reducer is mainly used in the automation industry, supporting our servo system as the actuator of automation equipment, has been mass-produced.
The fourth - Southern Seiko
In recent years, starting from strategic planning, the company has continuously expanded the application fields of products and invested in research and development, such as RV reducer bearings on industrial robots, clutches on high-voltage switch controllers, clutches on drones and other products to promote the development of the company's business.
The last one: It is also the most optimistic company of Xiaobian, for the following reasons
1. The company is one of the main professional production bases for automotive bearings in China, and has been selected as "National Top 100 Auto Parts Suppliers" by China Association of Automobile Manufacturers for six consecutive sessions.
2. The company adheres to the marketing policy of paying equal attention to internal and external, business and multi-industry, closely follows the development direction and trend of the automotive industry, focuses on new energy, parts unitization to do a good job in market development, in recent years in the international market Magna, BMW, BorgWarner, Nissan Nissan, European MAN, etc. have made great breakthroughs.
3. From the perspective of the valley K line, it is currently in the golden cross position, and it is facing the best period of the layout in the near future, with a short-term estimated revenue of 40% and a medium-term estimate of doubling!
The bull starts in a moment, let's see you below
Special statement: The content only represents personal views, does not constitute any investment guidance, according to this trading, profit and loss at your own risk, the stock market is risky, investment needs to be cautious!