20240531_上海证券_人形机器人电机行业：电机是机器人核心驱动人形机器人打开新成长_38页.pdf
2024 5 31 SAC S0870523070002 SAC S08705230800012 MAXON MOTOR MOOG Sensata Kollmorgen Novanta Optimus 14 14 Optimus 6 6 1ZDWyRmRpMpOrPnOrMtMnM6M8QbRsQnNnPrNjMrRrPjMnNmP7NpPuNuOoPnQvPqRpRSECTION Content4 Atlas Atlas Optimus 1.1 BostonDynamics FESTO/AIsIUecd4YBKhqj1+n8G8pDzSda0ryHb0G1WUCrSdD5UubLMubIox8+5Amij3aHg 5 1.2 61.3 19 7;50%.1.4 SECTION Content9;2.1 10 Optimus 14 14 2.2 Optimus 28 Opitmus 2022 AI DAY Opitmus 2022 AI DAY11 MAXON MOTOR MOOG Sensata Kollmorgen Novanta KBM 2023 5.06 6.09%2.3 MAXON MOTOR-VS MDATA TQ-RoboDrive TBM2G ILM FMC(mm)(mm)(N.m)(rpm)/FMC057-20027 57.8 0.64 3000 3 TBM2G-060-2630 60 0.75 4400 2.8-3.9SECTION Content13 SaaS 2015 2016 18 2022 8 FMC 1 2 52mm-132mm10 3-25kg 3 20%4 5 24bit 6 7/8 3.1-2023 1.4 FMC Kinco 2023 12 21 2024 5 17 90%AGV/AMR 2023 1.4 14 2023 2 1 13 DD 2023 2024 5 11 RV 3.2-2023 ES 30%1/3 1/2 1 1%2 3.5 1 20-40 3-10 2-+85 3 1 0.1Nm 2 3 18 24 A/D 1KHz 4 Ethercat CAN R485 5/6 6 SECTION Content164.1 1.2.3.1.2.3.4.174.2()(P0C)DNA PCR 184.3 2%()70 90(15 50 1/3-1/2;-28 10;194.4()()(20000)(2000h)(50000rpm)(15000rpm)204.5 2022 12 政策名称 发布部门 发布时间 相关产业政策 2022.12 2022.8(2021)2022.7 21 1047/2022.7 2022.6 2025 70%(2021-2023)2021.11 2 2 2030 2021.10 GB18613-2020 2020.5 IE3 2021 6 1(2019)2019.10 100 214.6 2022 51 2022 51 2028 83 8.5%2022 56%15%11%2022 56%15%11%18%01020304050607080902022 2028E224.7 2022 34.2%2022 7.48 10.55%2022 4.92 65.8%2.56 34.2%2028 42.2%2021-2028 0%10%20%30%40%50%60%70%2022 2028E 234.8.1 2023 Optimus 4.43%Optimus 11 6+54.5%2022 AI DAY Optimus,54.5%+,45.5%244.8.2 2022 43%()2022 43%85%2022 2022 43%57%37.3%17.6%10.8%8.5%8.3%8.2%6.7%2.6%254.9 2021 6.77 34.80%25.85%39.35%2022 49%25%20%Maxon Faulhaber Portescap 13mm 8 2022 2022 2022,49%,25%,20%,6%LED EC DCU 8-24mm 16-42mm 6 16-40mm PM 13 8 10 8 6 10 PLC-16-40mm SECTION Content275.1.1 285.1.2;295.2:30.305.3 SECTION Content32 LED 5G 10%2023 9 6 2023 2023 7 ISO 13485 2023 9 MH13/MH22 6.1-33 16mm-42mm 33W-120W 90%3%200 5%6.2-34 1997 PLC AGV 60 2018 AGV/AMR 2023 11 24 FM1 LD3mini FM1 2024 1 FM1 4 10 2024 3 FM 1 30 6.3-FM FM1 FM1 SECTION Content367 1 2 37 6 20%5-20%5%5%12 A 300 500 38
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