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機器人(300024.SZ):公司二軸和三軸機械手產品系與國際廠商競爭的主流產品
格隆匯 02-20 21:56

格隆匯2月20日丨機器人(300024.SZ)近期接受機構調研時表示,目前半導體領域內的相關產品市場大部分由美國Brooks、日本Rorze等國外廠商佔據,公司是國內較早能做到半導體機械手產品產業化的公司。公司二軸真空直驅機械手產品已有小批量、多批次應用在客户端;三軸真空直驅機械手處於客户端驗證階段;四軸真空直驅機械手處於研發階段。公司二軸和三軸機械手產品系與國際廠商競爭的主流產品,後續進入批量銷售階段之後,會有較大的進口替代空間。未來伴隨着半導體行業外部環境導致的國產替代機會仍會持續,公司也會為業務釋放提前佈局產能。

公司在工業機器人核心零部件方面的產品包括運動控制器、伺服電機和伺服驅動器等,減速器外購。

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