中国丝杠行业市场规模测算逻辑模型 头豹词条报告系列

Industry Investment Rating - The report provides a detailed analysis of the ball screw industry, focusing on its market size and growth potential across various sectors such as humanoid robots, new energy vehicles, and machine tools [1][25] Core Viewpoints - The ball screw market is projected to experience significant growth, driven by increasing demand in humanoid robots, new energy vehicles, and machine tools [25][28] - The market size of ball screws in humanoid robots is expected to grow from 12.44 billion RMB in 2024E to 953.9 billion RMB by 2030E, with a compound annual growth rate (CAGR) of over 97% [38] - The new energy vehicle sector is also a major driver, with the ball screw market in this segment expected to grow from 350.15 billion RMB in 2022 to 4,977.1 billion RMB by 2030E, at a CAGR of 40% [43] - The machine tool industry, while growing at a slower pace, is still expected to contribute significantly to the ball screw market, with a projected market size of 9.21 billion RMB by 2030E [54] Market Size and Growth Humanoid Robots - The ball screw market in humanoid robots is calculated based on the production volume of humanoid robots, the cost proportion of ball screws in these robots, the selling price of humanoid robots, and the exchange rate between the US dollar and RMB [38] - Humanoid robot production is expected to grow from 50,000 units in 2024E to 600,000 units by 2030E, with a CAGR of 97.4% [31] - The cost proportion of ball screws in humanoid robots is expected to decrease from 18.3% in 2024E to 14% by 2030E, reflecting technological advancements and cost reductions [32] New Energy Vehicles - The ball screw market in new energy vehicles is driven by the production volume of new energy vehicles, the unit price of ball screws used in these vehicles, and the number of ball screws applied per vehicle [43] - New energy vehicle production is expected to grow from 1.32 million units in 2024E to 9.95 million units by 2030E, with a CAGR of 40% [40] - The unit price of ball screws used in new energy vehicles is assumed to remain constant at 500 RMB per unit, with no expected price changes over the forecast period [41] Machine Tools - The ball screw market in machine tools is calculated based on the production volume of machine tools, the number of ball screws required per machine tool, and the unit price of ball screws used in machine tools [54] - Machine tool production is expected to grow from 779,300 units in 2024E to 877,600 units by 2030E, with a CAGR of 2% [49] - Each machine tool is assumed to require 3 ball screws, with no expected changes in the number of screws per machine tool over the forecast period [51] Key Drivers and Trends - The rapid growth of the humanoid robot industry is a key driver for the ball screw market, with significant increases in production volume and market size expected over the next decade [31][38] - The new energy vehicle sector is another major driver, with strong growth in production and a consistent demand for ball screws in various applications such as electric power steering systems and electronic parking systems [40][43] - The machine tool industry, while growing at a slower pace, continues to contribute to the ball screw market, with steady demand for ball screws in precision machining applications [49][54] Conclusion - The ball screw market is poised for substantial growth across multiple industries, with humanoid robots and new energy vehicles being the primary drivers of this growth [25][28][38][43] - Technological advancements and cost reductions in ball screw production are expected to further enhance market growth, particularly in the humanoid robot sector [32][38] - The new energy vehicle and machine tool industries will continue to provide steady demand for ball screws, supporting overall market expansion [40][43][49][54]