絲杠導軌：精密機械中常用傳動部件

　　Screw guide rail: the most commonly used transmission component in precision machinery

　　滾珠絲杠是將旋轉運動轉換成線性運動的理想傳動裝置，主要由絲杠軸、螺母、滾珠以及循環部件組成；導軌副實現支撐和機械導向作用，主要由導軌和滑座組成。滾珠絲杠搭配導軌，是精密機械中常用的傳動部件。

　　Ball screw is an ideal transmission device that converts rotational motion into linear motion, mainly composed of a screw shaft, nut, ball, and circulating components; The guide rail pair provides support and mechanical guidance, mainly composed of guide rails and sliding seats. Ball screws combined with guide rails are the most commonly used transmission components in precision machinery.

　　從市場空間來看，根據我們測算，2021年國內滾珠絲杠&導軌市場空間約128億元。從下游來看，機床、機器人自動化&汽車為絲杠導軌主要應用下游，其中機床為絲杠導軌應用下游，且對精度要求。直線導軌憑借其較高的精度和穩定性，在機器人&自動化領域被廣泛應用。新能源車也是絲杠導軌的重要下游，可用于新能源汽車的車輛轉向系統、剎車系統、加速踏板等領域。

　　From the perspective of market space, according to our calculations, the domestic market space for ball screws and guide rails in 2021 is approximately 12.8 billion yuan. From a downstream perspective, machine tools, robot automation, and automobiles are the most important downstream applications of screw guides, with machine tools being the largest downstream application of screw guides and requiring the highest precision. Linear guides are widely used in the fields of robotics and automation due to their high precision and stability. New energy vehicles are also an important downstream of screw guides, which can be used in the fields of vehicle steering systems, braking systems, accelerator pedals, etc.

　　2  競爭格局：高端領域被外資壟斷，國產廠商逐步向上滲透

　　2. Competition pattern: High end fields are monopolized by foreign capital, and domestic manufacturers are gradually penetrating upwards

　　從主流廠商來看，絲杠導軌市場分為兩大陣營：1）非大陸廠商包括上銀、銀泰等：特點是成立時間早、經驗積累豐富，產品定位高端精密絲杠市場；2）大陸廠商包括南京工藝、漢江機床（秦川子公司）等：特點是起步時間晚，公司規模小，產品主要為精度較低的絲杠導軌。

　　From the perspective of mainstream manufacturers, the lead screw guide rail market is divided into two camps: 1) non Chinese Mainland manufacturers, including Shangyin and Yintai, are characterized by early establishment, rich experience, and product positioning in the high-end precision lead screw market; 2) Manufacturers in Chinese Mainland include Nanjing Technology, Hanjiang Machine Tool (Qinchuan subsidiary), etc.: it is characterized by a late start, a small company, and its products are mainly screw guides with low accuracy.

　　從競爭格局來看，國內絲杠導軌市場基本被以日資、臺資為代表的外企壟斷，兩者市占率合計達到65%，主要系國產和外資廠商的綜合競爭力仍有差距，這種差距主要體現在產品初始性能、精度保持性和批量穩定生產能力等方面。具體分析差距的成因，主要系國內磨床水平較低和淬火等工藝經驗積累不足。但在專項政策的扶持下，國產頭部廠商例如南京工藝、漢江機床正加速進行產品迭代。

　　From the perspective of competitive landscape, the domestic screw and guide rail market is basically monopolized by foreign enterprises represented by Japanese and Taiwanese companies, with a combined market share of 65%. This is mainly due to the gap in comprehensive competitiveness between domestic and foreign manufacturers, which is mainly reflected in the initial performance, accuracy maintenance, and batch stable production capacity of products. The specific reasons for the gap are mainly due to the low level of domestic grinding machines and insufficient accumulation of experience in quenching and other processes. But with the support of national special policies, leading domestic manufacturers such as Nanjing Craft and Hanjiang Machine Tool are accelerating product iteration.

　　3  行星滾柱絲杠：人形機器人打開長期成長空間：

　　3 planetary roller screw: humanoid robot opens up long-term growth space:

　　行星滾柱絲杠結構與滾珠絲杠類似，只是傳力元件由滾珠替換為螺旋滾柱，其在承載力、運動平穩性、轉速及加速度等方面更具優勢，被廣泛應用于航空航天等高精密加工領域。國內行星滾柱絲杠行業起步較晚，國產廠商尚不具備規模化量產能力，目前市場主要被斯凱孚、舍弗勒等外資企業所占據。

　　The structure of planetary roller screw is similar to that of ball screw, except that the force transmission element is replaced by a spiral roller instead of a ball. It has advantages in load-bearing capacity, motion stability, speed and acceleration, and is widely used in high-precision machining fields such as aerospace. The domestic planetary roller screw industry started relatively late, and domestic manufacturers do not yet have the ability to mass produce on a large scale. Currently, the market is mainly occupied by foreign-funded enterprises such as SKF and Schaeffler.

　　特斯拉人形機器人的12個線性執行器采用獨特的電機+反向式行星滾柱絲杠的方案，其優勢在于能夠自鎖&提供更大的推力，但其難度在于體積小&螺母加工難度較高，目前國產廠商均在加緊研發過程中。根據我們測算，2035年人形機器人用行星滾柱絲杠市場空間可達930億元，遠期空間廣闊，將打開滾珠絲杠長期市場空間。

　　The 12 linear actuators of Tesla's humanoid robot adopt a unique motor+reverse planetary roller screw scheme, which has the advantage of self-locking and providing greater thrust, but its difficulty lies in its small size and high nut processing difficulty. Currently, domestic manufacturers are accelerating their research and development process. According to our calculations, the market space for planetary roller screws used in humanoid robots is expected to reach 93 billion yuan by 2035, with vast long-term potential that will open up the long-term market space for ball screws.

　　本文由 導軌絲杠 友情奉獻.更多有關的知識請點擊  http://m.feicui77.cn   真誠的態度.為您提供為的服務.更多有關的知識我們將會陸續向大家奉獻.敬請期待.

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