天风证券:看好谐波减速器全产业链国产自主可控机会

新华财经
07 Apr

新华财经北京4月7日电 天风证券在研报中称,谐波减速器是一种利用柔性齿轮产生可控制的弹性变形波,引起刚轮与柔轮的齿间相对错齿来传递动力和运动的新型传动结构,具备体积小、重量轻、传动能力强的优势,一般用于人形机器人的手臂、手腕等部位。当前,谐波减速器市场格局以日系厂商为主导,哈默纳科占据80%以上的市场份额。往后看,随着哈默纳科专利陆续到期+人形机器人放量,我们认为谐波减速器有望迎来国产替代加速。...

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