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【华辰装备(300809.SZ)】中标南京理工“高精度P0级磨床项目”,滚珠丝杆领域布局迈出坚实一步——项目中标点评(贺根)
光大证券研究·2024-12-15 14:34

Core Viewpoint - The company has successfully won the bid for the high-precision external thread grinding machine project at Nanjing University of Science and Technology, marking a significant step in its layout in the humanoid robot field [2][3]. Group 1: Project Details - The project involves the procurement of high-precision grinding machines primarily for processing P0 level ball screw pairs, focusing on small pitch, small balls, and multi-head thread grinding [2]. - The grinding machine will be used for key integrated transmission component grinding processes in new humanoid robots and for research on high-precision thread grinding technology [2]. Group 2: Industry Positioning - The ball screw is a core component of linear actuators in precision machinery, and its production is expected to benefit from the rapid development of the robotics industry [3]. - The company is recognized for its expertise in high-end precision grinding equipment, and this project positions it as a benchmark in the domestic market [3]. Group 3: Recent Developments - The company has accelerated its expansion in the ball screw sector, with products like the μ high-end composite grinding series and precision thread grinding machines achieving advanced technical indicators comparable to top international competitors [4]. - Recent contracts include providing ultra-precision grinding machines to Lishui Vocational and Technical College and equipment for a domestic harmonic reducer company, enhancing their capabilities in product development and testing [4].