线性驱动部件及系统

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山西证券研究早观点-20250721
Shanxi Securities· 2025-07-21 00:45
Core Viewpoints - The report highlights the leading position of the company in the linear drive sector, emphasizing its over 20 years of experience and technological expertise in the industry [5] - The company is expanding into the robotics market, establishing a joint venture to focus on core components for robotic applications, which is expected to drive future growth [5] - The report projects significant profit growth for the company, with net profits expected to reach 467 million, 560 million, and 667 million yuan from 2025 to 2027, representing year-on-year growth rates of 65.5%, 20.0%, and 19.1% respectively [5] Market Trends - The linear drive products are increasingly being adopted across various sectors, including smart offices, smart homes, healthcare, industrial automation, and automotive intelligence, driven by rising demand and technological advancements [5] - The smart office market is expected to grow due to the increasing penetration of height-adjustable desks and a growing awareness of health among office workers [5] - The global smart home market is expanding rapidly, fueled by advancements in AI technology and increasing consumer demand for convenience and safety [5] Company Developments - The company has initiated a research and development plan for humanoid robots, successfully creating prototypes of linear actuators for joint movements [5] - A joint venture with Lingqiao Intelligent has been established to focus on the development and production of robotic hands and joint modules, indicating a strategic move towards diversification [5] - The company’s global presence includes subsidiaries and production bases in the Asia-Pacific, Europe, and the Americas, serving thousands of customers across over 100 countries [5]