偉創電氣(688698.SH):積極佈局高景氣度行業 切入機器人產業鏈
格隆匯8月1日丨偉創電氣(688698.SH)近期在接待機構投資者調研時表示,隨着人口老齡化、人員效率、管理等情況給機器人行業帶來機遇,現在也有很多應用場景,市場發展方向比較清晰。公司積極佈局高景氣度行業,成立機器人行業部,切入機器人產業鏈,目前主要是以機器人大配套為主,主要面向移動類、協作類、服務類的機器人領域,提供低壓伺服、空心杯電機、特種無框力矩電機等核心部件,該佈局符合公司的發展戰略。
公司自主研發設計空心杯電動機,產品目前在內部測試階段,主要面向機器人、醫療等行業,該產品具有高轉速、高扭矩、低噪音振動的特點。無框電機也處在研發階段,主要壁壘在於研發設計、生產工藝的突破;產品可結合伺服驅動器、傳感器,以模組的形式銷售。
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