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国海证券:人形机器人浪潮带来丝杠国产化机遇

Sealand Securities: The wave of humanoid robots brings opportunities for screw domestication by Siasun Robot&Automation.

Breakings ·  Jun 27 14:48
Sealand research reports pointed out that the wave of human robots brings opportunities for the localization of screw. The structure, precision, and size of screw for human robots are different from those for autos and machine tools. Sealand believes that the future mass production of human robots will be a brand-new revolution in screw technology, which is expected to indirectly shorten the technology gap between foreign and domestic manufacturers. In addition, after the future mass production of human robots, the focus may shift to scale reduction and transfer, and compared with foreign manufacturers, domestic manufacturers have many advantages such as lower labor costs, lower prices of domestic equipment purchase, and faster process iteration speed. In the future, they are expected to seize the opportunity of industrializing human robots and quickly achieve domestic replacement. Recommended stocks: zhejiang xcc group, siasun robot&automation.

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