行星滚柱丝杠（ PRS ）是一种精密、低摩擦的丝杠式执行器，可将旋转运动转换为直线运动。它通过位于丝杠和螺母之间 的多个呈行星（轨道）运动的螺纹滚柱传递负载，通常比滚珠丝杠具有更高的负载能力和更长的使用寿命，但结构更复 杂、成本更高。 行星滚柱丝杠行业目前现状分析 QYResearch调研中心 01 行星滚柱丝杠市场正从小众高端技术走向规模化应用阶段，其发展由 "电动化替代液压 + 机器人与高端装备需求 + 高可靠 场景扩展"三大因素共同推动。 | 发展现状 | 描述 | | --- | --- | | 市场仍属 "小众高端"，但进入加 速成长期 | 行星滚柱丝杠目前仍是滚动直线传动中的小众高端产品，整体市场规模远小于滚珠丝杠，但 在高载、高刚度、高可靠性应用中的渗透率持续提升，市场正从 "技术导入期"进入"加速增长 | | | 期"。 | | 技术迭代聚焦在承载、寿命与紧 | 当前技术演进主要集中在提高动态载荷能力、疲劳寿命、抗冲击性能，以及通过材料与结构 | | 凑化 | 优化实现更高功率密度和更紧凑尺寸。 | | 机器人与高端装备成为需求增量 | 工业机器人、人形机器人、重载协作机器人以及半导体与航空航 ...

Core Viewpoint - The screw rod, as a core linear drive component, has a high technical barrier in its thread processing technology, which is crucial for its manufacturing and application across various industries such as machine tools, aerospace, robotics, and automotive [2][6]. Group 1: Screw Rod Types and Applications - Screw rods can be categorized into three types based on friction characteristics: trapezoidal screw rods, ball screw rods, and planetary roller screw rods, with ball screw rods achieving a transmission efficiency of 90%-96%, significantly higher than trapezoidal screw rods [2][6]. - Planetary roller screw rods outperform ball screw rods in load capacity, lifespan, lead, space, and speed, making them suitable for high-precision and high-load applications [2][20]. Group 2: Market Demand and Growth - The demand for screw rods is expected to grow steadily due to the robust growth in machine tools and new energy sectors, with humanoid robots opening new market opportunities. The market for planetary roller screw rods is projected to exceed 45 billion yuan by 2030 [3][4]. - In humanoid robots, screw rods account for approximately 19% of the value, with a potential demand for 14 planetary roller screw rods per robot, plus additional micro planetary roller screw rods used in dexterous hands [3][4]. Group 3: Competitive Landscape - European companies dominate the planetary roller screw rod market, with significant market share held by foreign firms such as Rollvis and GSA, which together account for nearly 60% of the market in China. This indicates substantial room for domestic replacement [3][4]. - The screw rod industry has a complete supply chain, with upstream components including raw materials and processing equipment, midstream products being various types of screw rods, and downstream applications spanning automotive, humanoid robots, industrial mother machines, and more [47][48]. Group 4: Investment Recommendations - The investment outlook for screw rods is positive, with recommendations for companies such as Fuda Co., Ltd. and Beite Technology, while also suggesting to monitor companies like Shuanglin Co., Ltd. and Wuzhou Xinchun [4][6].