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国泰海通:人形机器人关节传动方案进入精细化适配阶段 关注摆线减速器应用
智通财经网·2025-07-23 08:42

Core Viewpoint - The cycloidal reducer is expected to enhance its penetration in the humanoid robot sector due to its high precision, impact resistance, and smooth transmission, addressing the shortcomings of harmonic and planetary reducers [1][2]. Group 1: Current Market Dynamics - Currently, the primary solutions for humanoid robot joints are harmonic and planetary reducers, as they align well with the requirements for size, weight, precision, cost, and torque output [1]. - Harmonic reducers are compact with high transmission precision and low backlash, while planetary reducers offer strong torque and excellent power performance through multi-stage gear transmission [1]. Group 2: Technological Advancements - Cycloidal reducers are anticipated to fill the performance gaps of harmonic and planetary reducers through technological improvements, particularly in terms of precision and impact resistance [2]. - Companies like Hechuan Technology have achieved breakthroughs in core performance, expanding the rated torque coverage from 10 N·M to 140 N·M, with a fivefold rated overload capacity [2]. - Keda Li's subsidiary, Kemon, has introduced a lightweight cycloidal reducer that reduces weight by 73% compared to traditional models, addressing the impact resistance issues of harmonic reducers [2]. Group 3: Future Outlook - The humanoid robot joint transmission solutions are entering a phase of refined adaptation, with the potential for precise selection based on the force characteristics of different joints, thereby accelerating the commercialization of humanoid robots [3].