China’s domestic reducer enterprises are expected to usher in development opportunities! Recently, robot concept stocks have risen en masse.
China’s domestic reducer enterprises are expected to usher in development opportunities!
The robot industry chain mainly includes three main components upstream: reducer, control system and servo system.
The midstream is the robot body, and the downstream is the system integrator and automation equipment manufacturer. End applications can be in automotive, electronics, metals, food, medical and other fields.
planetary gearbox manufacturers
Among them, the most important and core component upstream is the reducer! It is the largest cost proportion, the highest technical content, reducer is a pure mechanical component,
It mainly lies in the input of high-precision CNC machine tools and other equipment and heat treatment, precision machining and other processes.
Precision reducer manufacturing has strict requirements for materials, equipment, processes and other links, resulting in extremely high investment and technical barriers. From the perspective of the reducer market pattern, the current global industrial robot reducer market is an oligopoly pattern, and the industry concentration is high.
Due to the monopoly of the market of countries outside China, the demand for domestic replacement of reducers is very strong. With the help of policy and capital, domestic reducer enterprises are expected to usher in development opportunities under the rhythm of domestic substitution and automation.
What are the new opportunities for precision planetary reducers in China
Zheshang Securities believes that in the next 3~5 years, with the iteration of servo motors and precision reducers, the upgrading of AI algorithms and environmental perception technology, humanoid robots are expected to meet the needs of the consumer market.
Ushered in the industry outbreak. It is recommended to focus on the harmonic reducer and RV reducer of the core components of the motion control system, and the lidar of the environment perception module, and look for opportunities around the subdivision track.
Guojin Securities Research Report believes that the current domestic substitution of precision reducers is underway, and it is expected that with the continuous upgrading of technology and equipment and production capacity of domestic reducer manufacturers in the future, it is expected to accelerate the penetration of the reducer market and increase the downstream market share.
Current situation of domestic reducer enterprises in China
In the 21st century, China’s reducer industry has ushered in unprecedented rapid development, and the fixed asset investment and product production and sales of the whole industry have achieved rapid growth.
In 2021, the output of China’s reducer industry increased from 5,922,800 units in 2015 to 12,027,500 units; the demand increased from 4,591,200 units in 2015 to 8,859,400 units; and the average product price fell from 24,200 RMB/unit in 2015 to 21,200 RMB/unit; The market size increased from 111.107 billion yuan in 2015 to 194.846 billion yuan.
Precision planetary gearbox manufacturer in China
It is estimated that in 2023, the output of China’s reducer industry will be about 13.1518 million units, the demand will be about 14.5 million units, the average price will be about 20,400 yuan / unit, and the market size will be about 300 billion yuan.
What are the difficulties in China’s precision planetary reducer industry?
The difficulties in China’s precision planetary reducer industry are as follows:
1. Dependence on imports: The domestic precision planetary reducer industry has a large gap with the international advanced level in technology and equipment, and many key components still need to be imported.
2. Financial pressure: The precision planetary reducer industry is a capital-intensive industry with great financial pressure.
3. Technology research and development: The precision planetary reducer industry needs to continuously carry out technological research and development and innovation to improve product quality and performance.
How to judge the type of planetary gearbox by its appearance?
There are many types of planetary gearboxes, let alone models, but most people in daily life are not professionals, so how to judge its type by the appearance of planetary reducers?
First of all, you can see whether the planetary reducer is straight teeth or helical teeth, if it is straight, it is generally defaulted to the reducer of JRF series, if it is helical teeth, then use JXF series. If it is a right angle (turning angle), you can recommend the reducer of the JVF series.
In addition, the type of reducer can also be judged by the method flange or round flange, shaft output or hole output, etc. 
42 planetary geared motor miniature hybrid geared stepper motor NEMA 17 large torsion gauge geared motor ratio 5:18
After confirming the type, you can roughly look at the flange size of the reducer, so that you can roughly know the model, of course, through the naked eye can not see the reduction ratio of the reducer and how much power the motor is, this needs to be further communicated with the customer to know.
In short, choose the reducer first determine the type of reducer, now there are many types of reducers, ant motor independent production and sales of reducer types are gear reducer, planetary reducer, umbrella wheel reducer, etc., each brand of reducer manufacturers have their own naming standards, must be selected to confirm.