【国联证券：人形机器人扩容市场国产减速器进军国际】智通财经APP获悉，国联证券发布研报称，当前国内精密减速器处于国产份额快速提升的阶段，同时行业竞争加剧。

智通财经07-24

【国联证券：人形机器人扩容市场国产减速器进军国际】智通财经APP获悉，国联证券发布研报称，当前国内精密减速器处于国产份额快速提升的阶段，同时行业竞争加剧。谐波减速器、RV减速器CR3均超过60%，集中度更高；精密行星减速器相应分散，CR3在40%左右。但精密减速器行业整体有较强的技术壁垒，市场规模不大，符合利基赛道的特征；当前行业处于第一简单利基市场阶段到第二多元利基市场阶段转变的过程，国产龙头...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2453704097?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-07-24 13:40","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"2453704097","market":"sh","top_or_hot":-1,"title":"【国联证券：人形机器人扩容市场 国产减速器进军国际】智通财经APP获悉，国联证券发布研报称，当前国内精密减速器处于国产份额快速提升的阶段，同时行业竞争加剧。","media":"智通财经","content":"<div>\n<p>【国联证券：人形机器人扩容市场 国产减速器进军国际】智通财经APP获悉，国联证券发布研报称，当前国内精密减速器处于国产份额快速提升的阶段，同时行业竞争加剧。谐波减速器、RV减速器CR3均超过60%，集中度更高；精密行星减速器相应分散，CR3在40%左右。但精密减速器行业整体有较强的技术壁垒，市场规模不大，符合利基赛道的特征；当前行业处于第一简单利基市场阶段到第二多元利基市场阶段转变的过程，国产龙头...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=astock\">网页链接</a>\n\n</div>\n","source":"live_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7x24快讯</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7x24快讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-24 13:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=astock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【国联证券：人形机器人扩容市场 国产减速器进军国际】智通财经APP获悉，国联证券发布研报称，当前国内精密减速器处于国产份额快速提升的阶段，同时行业竞争加剧。谐波减速器、RV减速器CR3均超过60%，集中度更高；精密行星减速器相应分散，CR3在40%左右。但精密减速器行业整体有较强的技术壁垒，市场规模不大，符合利基赛道的特征；当前行业处于第一简单利基市场阶段到第二多元利基市场阶段转变的过程，国产龙头...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=astock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4020","symbol_name":"通信设备","start_time":0,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=astock","article_id":"2453704097","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2453704097","pubTimestamp":1721799631,"sourceInfo":{"source_id":"live_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"【国联证券：人形机器人扩容市场 国产减速器进军国际】智通财经APP获悉，国联证券发布研报称，当前国内精密减速器处于国产份额快速提升的阶段，同时行业竞争加剧。谐波减速器、RV减速器CR3均超过60%，集","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159526":"机器人","300024":"机器人","601456":"国联证券","BK4020":"通信设备","BK0188":"融资融券","HLIT":"谐波","BK0130":"工业4.0","BK0089":"人工智能","BK0259":"通用设备","BK0196":"行业龙头","BK1564":"中资券商股","BK0122":"高校","BK0276":"资本市场","BK0061":"机器人","BK0073":"3D打印","BK1147":"投资银行业与经纪业","BK0005":"高端装备制造","BK0028":"国家队","01456":"国联证券"},"translate_title":"[Guolian Securities: Humanoid robots expand the market and domestic reducers enter the international market] Zhitong Finance APP learned that Guolian Securities released a research report stating that domestic precision reducers are currently in the domestic market","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159526":1,"300024":1,"601456":1,"HLIT":1,"01456":1},"content_text":"【国联证券：人形机器人扩容市场 国产减速器进军国际】智通财经APP获悉，国联证券发布研报称，当前国内精密减速器处于国产份额快速提升的阶段，同时行业竞争加剧。谐波减速器、RV减速器CR3均超过60%，集中度更高；精密行星减速器相应分散，CR3在40%左右。但精密减速器行业整体有较强的技术壁垒，市场规模不大，符合利基赛道的特征；当前行业处于第一简单利基市场阶段到第二多元利基市场阶段转变的过程，国产龙头持续突围，后续进入行业下一个稳态，即国内最强企业占全球份额的25%及以上。","kind":null,"is_publish_news":false,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2453704097"}

【国联证券：人形机器人扩容市场 国产减速器进军国际】智通财经APP获悉，国联证券发布研报称，当前国内精密减速器处于国产份额快速提升的阶段，同时行业竞争加剧。

精彩评论

【国联证券：人形机器人扩容市场国产减速器进军国际】智通财经APP获悉，国联证券发布研报称，当前国内精密减速器处于国产份额快速提升的阶段，同时行业竞争加剧。