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机器人确定性的几何级增长的领域是他!
SIASUNSIASUN(SZ:300024) Hu Xiu·2025-04-07 00:56

Group 1 - The screw is a mechanical component that converts rotary motion from a motor into linear motion, widely used in machines requiring linear movement [1] - There are various types of screws classified by friction characteristics, including sliding (trapezoidal) screws, rolling screws, and static pressure screws, with rolling screws further divided into ball screws and roller screws [4] - Ball screws are commonly used in industrial machines, while roller screws are expected to see large-scale applications in humanoid robots due to their strong impact resistance and high load capacity [6] Group 2 - Humanoid robots utilize linear actuators, with Tesla's humanoid robot featuring 14 linear actuators among its 40 electromechanical actuators [8] - The Optimus Gen-3 dexterous hand is expected to have 22 degrees of freedom, showcasing advanced design and functionality [9] - The dexterous hand's motion system will primarily include linear actuator modules and tendon modules, indicating a growing market for micro screws [12] Group 3 - The planetary roller screw market is anticipated to experience geometric growth due to the large-scale application of humanoid robots, with the current market size being significantly smaller than that of ball screws [14] - In 2022, the global market size for roller screws was approximately $285 million, projected to reach around $300 million in 2023, with an annual growth rate of 5-10% [14] - Screws account for about 19% of the value of humanoid robots, with three main actuators (linear, rotary, and dexterous hand) comprising 73% of the robot's key components [15] Group 4 - The screw industry has developed a complete industrial chain, with numerous companies entering the market, supported by long-established firms and strong foreign enterprises [18] - Best Precision Machinery Co., Ltd. has diversified into the screw market, producing ball screws, roller screws, and linear motion components, and has established a subsidiary for this purpose [22][25] - Qin Chuan Machine Tool Group is a leading player in the machine tool industry, focusing on high-end machine tools and expanding into rolling function components for the automotive sector [27][29] Group 5 - Zhejiang Haideman specializes in high-end precision CNC lathes, achieving significant advancements in core components and developing proprietary CNC systems [30][33] - The T65 and T55 series CNC lathes developed by Haideman meet the micron-level processing requirements for humanoid robot components, indicating a strong market position [33]