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Due to the rise of humanoid robots, the bearing industry has transformed from a sunset industry to a technology growth industry. Bearings are mainly distributed in the reducers and joints of humanoid robots. As the sales of humanoid robots increase, the size of the bearing market will also increase. At the same time, the bearing industry also has The potential for domestic substitution.
Introduction to gears
I have previously introduced to you a sunset industry that was salvaged by humanoid robots, and that is gears. In fact, the segmented industries with similar logic are not just gears. Today I will tell you about another segmented industry bearing that has transformed from a sunset industry due to the rise of humanoid robots.
Bearings have a wide range of downstream applications, including automobiles, wind power machinery, and products related to mechanical transmission. Therefore, the future prospects of bearings are slightly better than gears. However, since most of the downstream applications of bearings belong to traditional industries, it is difficult to raise the valuation of the bearing sector. It is basically an ordinary manufacturing industry with a PE of ten to twenty times.