Strengthening Robotics: Key Insights and Market Trends

Strengthening Robotics: Key Insights and Market TrendsToday, the robot has undergone partial repairs.Tomorrow is crucial; improvements must be made.Tonight, let’s review the trends in the robotics market.—————————————-Today, the strongest performer is likely Changying Precision.This represents expectations for Tesla’s orders, with the highest value in single-machine orders being uncertain.Next, there’s Hongchang Technology, which I wrote about yesterday.The logic here is that it may indirectly supply Tesla robots through Nidec.The products are likely to primarily feature axial flux motors.This leads to a potential new component product application.The market has not previously set sufficient expectations for this.Shuanghuan Drive follows a similar logic; its drive relies on the increased reliability of cycloidal pinwheel reducers.This can replace previous types of reducers.Recently, some brokerages have explored using resolvers to replace magnetic encoders.Magnets account for a significant cost share in frameless torque motors, and the products are not mature.The signals are unstable.We should monitor whether resolvers experience a rebound.———————————————I’ll write this for now; I’m a bit tired.Updates will be in Excel.

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