Robots are an important part of modern manufacturing and automation, and their development is inseparable from a variety of materials and technical support. In the field of robotics, motors, reducers, roller screws and sensors are regarded as the core "four major materials". Among them, roller screws and sensors play a key role in the motion control and perception of robots, so they are attracting attention.
The roller screw is one of the core components of the robot motion, which is able to convert the rotary motion of the motor into linear motion, so as to realize various actions of the robot. At present, the market competition for roller screws has been quite fierce, but the progress of cooperation with tier1 is still the key. Some roller screw manufacturers with technical advantages and good market reputation, such as Beite Technology and Best, are expected to stand out in the market.
The sensor is an important tool for the robot to perceive the external environment, which can detect the position, speed, force and other parameters of the robot, so as to realize the perception and adaptation of the external environment. There are many types of sensors, including torque sensors, tactile sensors, etc. At present, the domestic sensor market is still dominated by imported products, but with the continuous progress of technology and the increase in localization demand, some domestic high-quality sensor manufacturers such as Donghua Testing, Keli Sensing and Minxin are expected to get more opportunities in the market.
In terms of investment advice, investors can choose based on the company's technical strength, market prospects, and other factors. The first echelon includes companies such as Mingzhi Electric, Green Harmonic, Sanhua Intelligent Control and Tuopu Group, which have technical advantages and market positions in motors and reducers. The second echelon includes companies such as Beite Technology, Best and Fengyuan Technology, which have technical strength and market prospects in roller screws and chip design. The third echelon includes companies such as Wuzhou Xinchun, Siling, Xiaxia Precision, Daye, Tongyi, Tanaka Seiki and Rifa Seiki, which have technical strength and market position in robot parts manufacturing.
In addition, investors can also pay attention to companies in the field of sensors, such as Hanwei Technology, Minxin Co., Ltd., Donghua Testing, Keli Sensing and Obi Zhongguang. These companies have technical strength and market prospects in sensor design, manufacturing, and application.
However, investors also need to pay attention to some risk factors, such as the mass production progress of robots does not meet expectations, the progress of large models is not as expected, and the localization level of the industrial chain does not meet expectations. These factors may have an impact on the development of the robotics industry, so investors need to pay close attention to market dynamics and technological progress.
In short, roller screws and sensors are important links in the field of robotics, with great market potential and development prospects. Investors can choose based on factors such as the company's technical strength and market outlook, but need to pay attention to the risk factors and pay close attention to market dynamics and technological progress.
Note: The data and opinions in this article are provided by the Guosheng Machinery team and are for reference only.
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