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China Securities Construction Investment: The lead screw industry chain not only benefits from independent and controllable, but also benefits from the explosion of the humanoid robot market
On March 9, the research report of China Securities Construction Investment pointed out that as a transmission component with superior performance, the lead screw benefits from the autonomous and controllable background of the industrial machine on the one hand, and the humanoid robot market has exploded under the background of rapid iteration of AI on the other hand. The market for humanoid robots has exploded, and its torso linear actuators and dexterous hand actuators have high requirements for lead screws, taking T as an example, lead screws account for about 19% of the value of humanoid robots. In the long run, the market space brought by humanoid robots will be geometrically enlarged compared with the industrial machine screw market.