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精密减速器行业报告：机器人关键部件，有望受益人形机器人产业化()()S0350522030001 S 2024 03 08 2 2017-2020 CAGR 7.1%2022 38%26%64%QYResearch 2019-2022 CAGR17.1%2022 20.4%11.7%CR5 53.9%RV RV RV 2018-2021 CAGR 15.9%2022 RV 52%29-112 0YAZvMnQnOpOqOnOsPrOnM7NdN9PsQmMtRqMiNmMmPfQrQmN7NpPvNNZmPnQwMpPtM3 2022 35%RV 2020 19.3 2017-2020 CAGR 7.1%2022 38%26%1 97%2 QYResearch 2022 5 2019-2022 CAGR17.1%20.4%11.7%RV 31-171 85%-92%2021 RV 43 2018-2021 CAGR 15.9%52%15%29-112-12.5%-15.6%41 51.1 1 2 3 SEW GF 61.2/71.3 Ofweek/RV 2023 2023 35%2022 35%35%25%10%15%15%2022 35%82 92.1 1 2 3 102.1 1 2 i=30500 3 4 5 6 112.1 S 1 70%-100%P P 20%-30%30%30%S 122.2 132.2 1 2 3 4 142.3 RV RV RV RV 152.4 RV 2023 6 30 RV 10 3 1 97%2 RV 31-171 85%-92%RV 95%70%80%180 60 60 3-512 30-160 30-192.4 h 20,000 8,000 6,000 N m/arcmin 10-370 1.34-54.09 20-1,176 N m 40-1,200 6.6-921 101-6,135 db 65 60 70 30 40 45 163&173.1 2017-2020 CAGR 7.1%2020 19.3 2017-2020 CAGR 7.1%2025 41 2020-2025 CAGR 16.3%2017-2020 CAGR 7.1%-20%-10%0%10%20%30%40%50%60%70%0510152025303540452016 2017 2018 2019 2020 2021E 2022E 2023E 2024E 2025E 183.1 64%2021 82%7%60%2022 38%26%64%4%-8%2022 64%38%26%8%7%6%4%11%2021 82%82%7%11%193.2 2019-2022 CAGR17.1%QYResearch QYResearch 2022 12.03 2019-2022 CAGR 9.1%QYResearch 2025 15.06 2022-2025 CAGR 7.8%QYResearch 2022 5 2019-2022 CAGR 17.1%QYResearch 2025 6.65 2022-2025 CAGR 10%QYResearch 2022 54.5%2019-2022 CAGR9.1%54.5%20.5%20.1%2.7%2.2%-5%0%5%10%15%20%25%0510152025 0%5%10%15%20%25%30%35%40%02468101214 2019-2022 CAGR17.1%2022 54.5%20 QYResearch QYResearch 2022 12.9%10.9%10.7%7.5%5.4%QYResearch 2022 20.4%11.7%CR5 53.9%2022 20.4%20.4%11.7%9.4%7.1%5.3%46.1%2022 12.9%10.9%10.7%7.5%5.4%52.6%3.2 CR5 53.9%213.3 RV 2018-2021 CAGR 15.9%2020 RV 8.57 RV 2018-2021 CAGR 15.9%2021 RV 43 2018-2021 CAGR 15.9%RV 2018-2021 CAGR 15.9%-20%-10%0%10%20%30%40%50%60%70%051015202530354045502016 2017 2018 2019 2020 2021 RV-20%-15%-10%-5%0%5%10%15%20%25%0246810122016 2017 2018 2019 2020 RV 22 GGII RV GGII 2021 RV 53%14%2021 RV 52%3.3 RV53%14%5%4%4%3%3%2%12%234 244.1 29-112 TeslaAIDay2022 TeslaAIDay TeslaBot 14 1 1 2 3 25 50 100 4 35-112 29-91+25 50 100 25 50 100/14 14 14 14 14 14/14 14 14 8 8 8/-6 6 6/1000 900 800 1000 900 800/-600 500 450 350 700 1400 200 400 800-150 300 600 35.0 63.0 112.0 20.0 36.0 64.0-9.0 15.0 27.0 35.0 63.0 112.0 29.0 51.0 91.0 3X2 1X2 22X2 29-112 TeslaBot14 254.2 TeslaAIDay2022 1000/10%12.6 16/TeslaBot2 12.5%-15.6%/14 14 14 14 14 14/14 14 14 8 8 8/-6 6 6/1000 900 800 1000 900 800/-600 500 450/14000 12600 11200 8000 7200 6400/-3600 3000 2700/1.4 1.3 1.1 1.2 1.0 0.9 10.0%9.1%8.2%8.4%7.5%6.7%/12.6 12.6 12.6 12.6 12.6 12.6/14.0 13.9 13.7 13.8 13.6 13.5/16.0 16.0 16.0 16.0 16.0 16.0 12.5%13.4%14.3%14.0%14.9%15.6%265275.1 Wind 2023 2.54-26.3%2018-2022 CAGR 19.4%2023 0.73-43.4%2018-2022 CAGR 24.3%2023 2023 41.7%-9.4pct 28.5%-8.6pct 2018-2022 CAGR19.4%0%10%20%30%40%50%60%2017201820192020202120222023Q1-Q3-40%-20%0%20%40%60%80%100%120%0.00.51.01.52.02.53.03.54.04.55.02017201820192020202120222023Q1-Q3-60%-40%-20%0%20%40%60%80%100%120%140%0.00.20.40.60.81.01.21.41.61.82.02017201820192020202120222023Q1-Q3 2018-2022 CAGR24.3%40%285.1 Wind/7%/24.7%2014 GB/T30819-2014 2022 81%ABB 2019 9 IPO 50 2023 100 159 2022 81%81.0%9.5%6.0%2.8%0.8%2017 2018 2019 IPO 2023 3 7 9 9 59 159 2 0 50 100295.2 Wind 2023 2023 20.11-1.1%2018-2022 CAGR 11.2%2023 2.66-8.6%2018-2022 CAGR 17.4%2023 2023 26.2%+0.1pct 13.2%-1.1pct 2018-2022 CAGR11.2%0%5%10%15%20%25%30%35%2017201820192020202120222023Q1-Q3-15%-10%-5%0%5%10%15%20%25%30%35%40%0.05.010.015.020.025.030.035.02017201820192020202120222023Q1-Q3-20%-10%0%10%20%30%40%50%60%70%0.00.51.01.52.02.53.03.54.04.55.02017201820192020202120222023Q1-Q3 2018-2022 CAGR17.4%2023 305.2 2021 RV 2023 11 65%2016 ReckonDrivesInternational 2023 2024 2025 2,100 4,400 7,200 315.3 2023 Wind 2018-2022 CAGR10.6%0%5%10%15%20%25%30%35%2017201820192020202120222023Q1-Q3-10%-5%0%5%10%15%20%25%30%0.02.04.06.08.010.012.02017201820192020202120222023Q1-Q3-40%-30%-20%-10%0%10%20%30%40%0.00.10.20.30.40.50.60.70.80.92017201820192020202120222023Q1-Q3 2023 2023 2023 8.22+22.9%2023 0.57+34.5%2023 22.2%-1.4pct 7.0%+0.6pct 2022 325.3 Wind 2022 OTC 2022 22.6%2022 22.6%41.6%22.6%34.2%0.4%1.2%336346 35,300 300 300 300 20%300 10%20%300-10%10%300 10%7 36 R2/国 海 28F 518041 0755-83706353 C1 200023 021-61981300 168 25F 100044 010-88576597
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