Data show that it is expected that the market size of harmonic reducer in China will exceed 4 billion yuan in 2025. In order to break the monopoly of the core components by foreign brands, in addition to focusing on the reducer circuit, some cross-border entrants, starting from their own business, have also begun to open up the second growth line of the business with the reducer.

Recently, China’s auto parts transmission line leading enterprises Zhejiang Wanliyang Co., LTD. (hereinafter referred to as “Wanliyang”) revealed in the semi-annual report that the company has set up a professional technical research and development team, focusing on the development of harmonic reducer and planetary reducer products. At present, the prototype trial production has been completed and the product performance test stage has been entered. The follow-up will give full play to the gear process design and precision manufacturing capabilities built over the years, and vigorously develop the robot reducer business to form a new business growth point of the company.

As the largest autonomous transmission supplier in China, Wanliyang was founded in 1996, formerly known as Jinhua Qinghua Industrial Co., LTD. Its products cover passenger car transmission, commercial vehicle transmission, new energy drive transmission system, gear shaft, shell cover and other auto parts, providing supporting services for domestic mainstream brands such as Chery Automobile, Geely Automobile, Beiqi Foton, Dongfeng Automobile, product production and sales, market share are in the forefront of the industry.

Strength is so strong, from the field of auto parts into the reducer industry, how to consider Wanliyang?

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The wave of humanoid robots promotes the rapid development of harmonic reducer

With the industrialization of Tesla humanoid robots and the acceleration of AI technologies such as ChatGPT, artificial interaction and artificial intelligence have become a major trend. Humanoid robots, as the most ideal carrier of “embodied intelligence”, stand at the intersection of multiple industrial resonances and are expected to lead future industrial changes.

In order to achieve the parity goal of $20,000 / unit for humanoid robots, the industrialization process cannot be separated from the support of domestic hardware supply chain. These flexible and accurate actions of humanoid robots need to rely on different joint operation coordination to achieve, and the flexible operation of joints is inevitable to the “help” of precision transmission parts. According to the research report of Huatai Securities Research Institute, Tesla’s humanoid robot has about 40 joints, which are jointly constructed by rotary actuators, linear actuators and dexterous hands, and the total cost of joints is about 410,000 yuan, and only harmonic reducer accounts for about 10%.

Compared with other transmission components, harmonic reducer as a high transmission ratio, small volume, light weight and other characteristics, more suitable for application in the robot joint module. In the increasingly rapid development of the robot industry, the high value of harmonic reducer is obvious, and the hot humanoid robot will bring huge opportunities to harmonic reducer.

On the overall situation of the harmonic reducer industry, benefiting from the policy and the main downstream industry drive, the industry ushered in a period of rapid development, the domestic manufacturers engaged in the research and development and production of harmonic reducer has increased, the technical level has improved, the product series has gradually enriched, and has successfully broken through the monopoly of international brands in the domestic market. Domestic independent brands have occupied a certain market share in the domestic market through cooperation with domestic robot manufacturers.