钐铁氮磁体
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国金证券:高扭高温需求驱动 关注重点谐波磁场电机和钐铁氮产业链
智通财经网· 2025-08-11 08:08
Group 1 - The demand for high-performance robotic joint motors is urgent, requiring high torque density, low torque ripple, strong overload capacity, and good heat dissipation properties [1] - The peak torque requirement for robots, such as the Zhiyuan Expedition A2 Max, can reach 450Nm, necessitating high torque output capabilities in compact joint motors [1] - In applications like industrial robotic arms and surgical robots, the need for low cogging torque is critical, with peak torque demands reaching 5-10 times the rated torque during short-term overload conditions [1] Group 2 - Harmonic magnetic field motors are breaking traditional motor design limitations, achieving a significant increase in torque density while reducing size by half [2] - The harmonic magnetic field design utilizes the "magnetic field modulation effect," allowing for a torque amplification factor, which enhances torque density significantly compared to traditional designs [2] - The technology is rapidly advancing through collaboration between academia and industry, with successful implementations in various industrial and robotic applications [2] Group 3 - The fourth-generation magnetic material, samarium iron nitrogen, offers superior high-temperature performance, with a Curie temperature around 470°C, making it suitable for a wider range of high-temperature environments [3] - The demand for magnetic properties in harmonic magnetic field motors is decreasing, as they can significantly enhance power density while requiring lower magnetic performance from materials [3] - Rapid advancements in the forming processes for samarium iron nitrogen are addressing previous challenges, enabling mass production and improving magnetic performance [3] Group 4 - The application space for samarium iron nitrogen is expanding due to increasing torque and temperature requirements in robotics and the commercialization of harmonic magnetic field motors [4] - Currently, neodymium iron boron remains the dominant rare earth permanent magnet material, accounting for over 98% of annual production, but samarium iron nitrogen is poised to meet performance needs in various applications [4] - The market potential for samarium iron nitrogen magnets is projected to reach 12.2 billion yuan by 2030, with significant opportunities in humanoid robots and harmonic magnetic field motors [4]