新時達(002527.SZ):不自主生產減速器
格隆匯3月20日丨新時達(002527.SZ)在投資者互動平臺表示,目前公司機器人產品主要分爲多關節型機器人、衆爲興SCARA機器人、半導體機器人等多個品類,暫未涉及人形機器人業務。從供應鏈的角度來看,機器人本體共三大核心零部件:減速器、伺服系統、控制器。公司憑藉自主研發的控制系統和強大應用開發能力,完整掌握機器人控制器、伺服驅動器和系統軟件等關鍵技術,其中新時達工業機器人的控制器與伺服系統中的伺服驅動器,100%由新時達自供,不自主生產減速器。
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