Recently, the entire plate of robots has risen and stopped, almost dominating the list of ups and downs, a proper crazy market!
The reducer is the driving logic of three main types:
First, Tesla humanoid robots will appear in Ice City.
Second, Tuopu reported that shipments of humanoid robots continued to rise.
Third, the sector is over-sold, and the sector has been adjusted at a high level for 2 months. Under the resonance of fundamentals, news and sentiment, the plate climax, which can be focused on in the future.
Reducer is an independent component composed of gear transmission, worm transmission and gear-worm transmission enclosed in a rigid shell, and is often used as a reduction transmission device between the original moving parts and the working machine.
With the advent of the "robot +" era, humanoid robots bring a broad demand for reducers. The precision reducer is known as the "heart of industrial robots" and occupies the majority in terms of value. The existing industrial robot reducer competition pattern or facing reshuffle, domestic reducer manufacturers are expected to usher in a good opportunity for development.
In the long run, the trend of robot generation remains unchanged, and the current transformation and upgrading of manufacturing enterprises need to increase the proportion of industrial robots. At present, bipedal robots have become a new hot spot in the manufacturing industry, which may bring new business opportunities for robot iteration and drive the increase in market demand for reducers.
Technically:
From the perspective of long-term technical form, the reducer sector is in an upward trend in the long term, and the future market is expected to continue the long-term uptrend;
From the perspective of the medium-term technical pattern, the daily level adjustment of the reducer plate has ended, and it is expected to launch a new wave of the mid-line market at any time;
From the perspective of short-term technical patterns, the reducer sector has fluctuated sideways for four consecutive trading days, and the short-term killing momentum is exhausted, and it can attack twice at any time.
So here comes the point! How to catch the air outlet of the "reducer"?
Here, the editor has selected the list of "reducer" companies that have increased their holdings with a large amount of money, especially the last one, the first A-share company, "robot + reducer + charging pile", which is planned to turn 10 to 40 and 8 is approved, and it is expected that 7 yuan to 136 yuan Sifa 888 is available
1. Giant wheel intelligence
The company's reducer has the characteristics of high precision, low noise, stable operation, compact structure, high strength, reliable work and long service life, which can replace imported products.
2. Double ring transmission
The company's main business is the research and development, design and manufacture of mechanical transmission gear parts / robot joint reducer.
3. Southern Seiko
The company has always paid attention to the market layout and R&D investment of products, and the RV reducer bearing company has passed the audit of Zhejiang Shuanghuan transmission and started mass production in 2016.
4. Haozhi electromechanical
The company's products cover more than ten product categories such as spindles, turntables, reducers, controllers, etc., and the company focuses on the layout of CNC machine tools and industrial robots and other core functional components of high-end equipment.
5. The most optimistic one
(1) Robot concept + reducer + charging pile, the main products include harmonic reducer, robot joint, mechatronic actuator, etc., and the product quality has reached the international leading level
(2) The stock price is about 7 yuan, and the stock price pullback is sufficient, and the minimum pullback is 70%. The bottom of the stock price is up and down, the main funds are favored, and the bottom grabs nearly 1 billion.
(3) From a technical point of view, MACD is at the golden cross of the daily, weekly, and monthly levels, and a new round of the main rising market is imminent.
Big bull starts in an instant!
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