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天風證券:看好擺線減速器在人形機器人的應用
格隆匯 07-13 17:34
天風證券表示,擺線減速器是RV減速器的一種應用行星式傳動原理,採用擺線針齒齧合的新穎傳動裝置。當前時間點,看好擺線減速器在人形機器人的應用。擺線減速器的技術特性恰好填補了行星減速器與諧波減速器方案的不足,有望在人形機器人髖部等展開應用。近期產業鏈多家公司推出擺線產品用於人形機器人,並有望解決重量問題,擺線在人形機器人應用比例和用量個數有望提升。當前時間點,站在產品維度我們看好擺線減速器核心在於:(1)特斯拉已經在接觸RV減速器的廠商,有一定的產業基礎;(2)隨着產業的發展,不少擺線減速器廠商表示可解決擺線在人形機器人應用的重量問題。
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