At the beginning of March, A number of A-share companies with precision gear reducer business intensively opened operations, and increased the number of RV gear reducer, harmonic gear reducer and other business segments through multiple ways such as spin-off, fixed increase, and investment in the establishment of subsidiaries.

IS420ESWBH2A Behind these high-frequency actions, it reflects the market’s new expectations for precision reducers. Under the traction of high growth such as industrial robots and new demands such as humanoid robots, precision reducers, as core components, are ushering in rapid growth.

In this process, there are two points worth noting. On the one hand, with the technological progress and commercial expansion of domestic reducer manufacturers in recent years, the localization process of precision reducer is expected to speed up; On the other hand, the role of the capital market in the allocation of resources is also being more fully played, and a two-way flow of high-quality development of the capital market and the real economy is gradually becoming a reality.

Speed reducer player action frequently

Precision reducer industry is ushering in important development opportunities, the downstream market demand for domestic harmonic reducer products in rapid growth, the company in the next few years will still be in the stage of rapid business development, this is Fengguang precision precision precision reducer industry and its own business to promote the situation to give a clear judgment.

At the beginning of March, Fengguang Precision launched a IS420ESWBH2A regular increase. The company intends to issue no more than 39.47 million shares and raise no more than 310 million yuan for an annual output of 300,000 sets of harmonic reducer production projects, research and development center construction projects and supplementary working capital, in order to enrich the business system and consolidate the market competitive position.

The harmonic reducer mentioned in the announcement is a kind of precision reducer, and the RV reducer, etc., has become a widely used precision product in the field of high precision transmission.

The production project of harmonic reducer is only the tip of the iceberg of many industry players participating in the precision reducer market. Just in the past four days in March, A number of A-share industrial companies intervened or increased the size of this segment through spin-off, fixed increase, investment, etc., and the characteristics of high-frequency market operation were highlighted.

IS420ESWBH2A On March 1, Haozhi Electromechanical held a board of directors meeting, reviewed and passed the “Proposal on foreign investment to establish a wholly-owned subsidiary”, the company intends to set up a wholly-owned subsidiary Guangzhou Haozhi robot, to undertake the company’s robot business division, responsible for the research and development, production and sales of the core functional parts of the robot, including harmonic reducer, RV reducer and other functional parts of the robot field.

“Originally, the robot division was a relatively independent business unit of the company, and after the establishment of a subsidiary, we will take over all the original business.” People close to the company said that this is conducive to accelerating the process of marketization and industrialization of robot business.

A more representative operation is the two-ring drive spin-off of its RV reducer business to the Kechuang board listing. On the evening of March 3, Double ring transmission announced that it planned to split its subsidiary Zhejiang Ring Motion Robot Joint Technology Co., LTD. (hereinafter referred to as “Ring Motion Technology”) to the science and technology innovation board. Ring Motor Technology focuses on RV reducer, mainly serving the field of industrial robots and automation.

Beijing Pangu think tank, a long-term concern about intelligent IS420ESWBH2A manufacturing researcher told reporters that whether it is a subsidiary of the business division, or the spin-off of the subsidiary independent listing, there is a common direction – committed to the independent development of precision reducer business. This will be conducive to the relevant subjects to concentrate resources, on the one hand to strengthen the research and development of precision reducer, on the other hand to strengthen the industrial market expansion.

Domestic players are not the only ones operating at high frequencies. According to public information, Nabtesco, the global RV reducer leader, has an annual production capacity of about 1.06 million precision reducers in the fourth quarter of 2022, and plans to expand the relevant production capacity to 2.06 million units before 2026, nearly doubling in four years.

The rise in market expectations is also reflected in the attention of various investors to related industry chain companies. Rifa Precision Machinery released the investor relations activity record on March 1, although the main business is digital intelligent machine tools and production lines, but some institutional investors are concerned about the company’s processing equipment in the reducer. In response, the company said that the company can provide bearing processing equipment inside the reducer, and has served many reducer manufacturers.