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研报掘金丨浙商证券:维持斯莱克“买入”评级,机器人核心部件研发取得突破
Ge Long Hui A P P·2025-09-11 06:59

Core Insights - Sileck Robotics has made breakthroughs in the research and development of core components, continuously improving its business layout [1] - The company has a research team with over 20 years of experience in ultra-thin metal processing, utilizing unique raw materials and cold stamping processes to enhance material utilization and simplify manufacturing [1] - A wholly-owned subsidiary, Sileck Robotics, was established on February 11, 2025, to focus on the R&D of precision components for humanoid robot joint drives [1] Market Potential - It is estimated that by 2030, the demand for humanoid robots in the manufacturing and home service industries in China and the U.S. will reach approximately 2.1 million units, representing a market space of about 314.6 billion RMB [1] - Harmonic reducers are critical components for humanoid robots, and with the mass production of robots, demand is expected to surge, creating a new growth curve for the company's production line of harmonic reducer components [1] Technological Advancements - The company aims to leverage its expertise in ultra-precision metal processing and ultra-thin metal forming to develop precision components for humanoid robot joint drives, offering customers a new low-cost, high-quality technological solution [1] - Plans are in place to invest in a production line for key components of harmonic reducers in OKL, providing low-cost components such as flexible wheels and rigid wheels to serve the global market [1] Investment Rating - The company maintains a "Buy" rating based on its growth potential and advancements in technology [1]