On March 9th, a research report by CITIC Securities stated that as a high-performance transmission component, the screw not only benefits from the independent and controllable background of industrial mother machines, but also replaces domestic ball screws for acceleration; On the other hand, benefiting more from the rapid iteration of AI, the humanoid robot market has exploded, with high requirements for lead screws for its torso linear actuators and dexterous hand actuators. Taking T as an example, lead screws account for about 19% of the value of humanoid robots. In the long run, the market space brought by humanoid robots will be geometrically magnified compared to the industrial mother machine lead screw market. In order to meet the rapidly growing demand for lead screws, high efficiency and cost reduction are inevitable trends in processing technology. It is expected that new processes such as whirlwind milling and using cars instead of grinding will continue to emerge, benefiting related equipment and consumables.
Scan code to share