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Data from the National Bureau of Statistics shows that the domestic industrial robot production from January to September 2022 was about 322,000 units, a year-on-year decrease of 7.1%. Among them, reducers are key components of robots and are located upstream of the robot industry chain. At the same time, the specific downstream application industries of reducers include industrial robots, service robots, , CNC machine tools, aerospace, photovoltaic equipment, and medical equipment.
So how is the development of the domestic speed reducer market?
Recently, relevant listed companies have released their third-quarter financial reports one after another. Below are selected ten domestic companies with reducer business to understand and sort out the development status of domestic reducer companies.
10 listed companies have generally narrowed their operating income, with only Shuanghuan Rotation, Zhaowei Mechanical and Electrical, and Julong Technology rising year-on-year, but the amplitude is not large. In terms of profit , thanks to the policy support and subsidies from the state and local governments, and the gradual decline of labor dividend , although 10 companies have made profits, the profit growth rate of most companies has been lowered compared with the same period in previous years.
At present, my country is in a critical stage of transformation and upgrading and transformation of new and old kinetic energy. New technologies, new industries, new business forms, new models, new products, and new kinetic energy are being accelerated. Intelligent manufacturing and digital production have become important forces in promoting economic structure optimization, power conversion and quality improvement in recent years. As the core component of a robot, reducers have high technical barriers. At the same time, due to the late start of relevant enterprises in my country, there is a slight gap in technology with international leading brands. However, as the sales of domestic robots continue to increase, the overall supply of core components represented by reducers has a large gap, which cannot meet the needs of mid- and downstream manufacturers.
In fact, imported reducers have the disadvantage of high selling prices and long delivery cycles. At the same time, due to the impact of a series of problems such as the epidemic and logistics, international reducers have been in a state of continuous delay in the supply cycle, which has further increased the demand for substitution of domestic reducers.
