--- title: "Northeast Securities: Cycloidal reducers have differentiated characteristics and are expected to become a new direction for humanoid robot reducers" type: "News" locale: "en" url: "https://longbridge.com/en/news/243208383.md" description: "Dongbei Securities released a research report indicating that cycloidal reducers, due to their high load capacity, impact resistance, and high precision characteristics, are expected to become a new direction for humanoid robot reducers. Compared to RV reducers and harmonic reducers, cycloidal reducers possess multiple technical advantages and are suitable for fields such as industrial automation and robotics. Companies like KDL, Haoneng Co., Ltd., ZD Leader, and SHUANGHUAN COMPANY are worth paying attention to in this industry chain" datetime: "2025-06-05T05:55:04.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/243208383.md) - [en](https://longbridge.com/en/news/243208383.md) - [zh-HK](https://longbridge.com/zh-HK/news/243208383.md) generator: "portal-rs" --- # Northeast Securities: Cycloidal reducers have differentiated characteristics and are expected to become a new direction for humanoid robot reducers According to the Zhitong Finance APP, Northeast Securities released a research report stating that the current industrial robot field is dominated by RV reducers and harmonic reducers. However, cycloidal reducers, with their characteristics of high load, impact resistance, and high precision, are expected to break through the bottleneck of a single technical route for humanoid robot reducers. Cycloidal reducers combine the technical advantages of both RV reducers and harmonic reducers. In the context of accelerating the industrialization of humanoid robots, companies such as KDL (002850.SZ), Haoneng Co., Ltd. (603809.SH), ZD Leader (002896.SZ), and SHUANGHUAN COMPANY (002472.SZ) in the industrial chain are worth paying attention to. ## The main points of Northeast Securities are as follows: **Cycloidal reducers are a novel transmission device that applies planetary transmission principles and uses cycloidal pin teeth engagement.** Cycloidal reducers consist of an input part (input shaft, double eccentric sleeve, swing arm bearing), a reduction part (cycloidal wheel, pin teeth, pin teeth sleeve, pin teeth shell), and an output part (output shaft, pin shaft, column pin, column pin sleeve). During operation, the input shaft drives the double eccentric sleeve to rotate, causing the cycloidal wheel to produce both revolution and rotation in a plane motion through the engagement of the pin teeth, achieving reduction through gear difference and transmitting power to the output shaft. This reducer has a compact structure, high transmission efficiency, smooth operation, and long service life, and is widely used in industrial automation, robotics, machine tools, conveying equipment, and aerospace fields. **The advantages and disadvantages of various precision reducers are evident.** Currently, precision reducers mainly include four types: planetary reducers, harmonic reducers, RV reducers, and cycloidal reducers, each with distinct characteristics. Among them, RV reducers have a large reduction ratio, high transmission efficiency, high load capacity, high precision, and long lifespan, but they are large in size and difficult to miniaturize, and their cost is relatively high; planetary reducers are small in size and low in cost but perform poorly in reduction ratio and precision; harmonic reducers have extremely high reduction ratios and precision, and are relatively small in size, but have low load capacity and weak impact resistance. In contrast, cycloidal reducers combine the advantages of other reducers, maintaining a high reduction ratio and precision while also achieving a high load capacity, although they are currently limited by design and processing, resulting in larger size and weight. **Cycloidal reducers combine the advantages of RV and harmonic reducers and are expected to become a new direction for humanoid robot reducers.** From the perspective of downstream applications, industrial robots are the main application industry for precision reducers. Currently, industrial robot products mainly use RV reducers and harmonic reducers. In comparison, RV reducers have strong load-bearing capacity, but due to limitations in transmission principles and structures, miniaturization is difficult; harmonic reducers can achieve miniaturized designs, but their load-bearing capacity and impact resistance are relatively poor. In future humanoid robot application scenarios, industrial scenarios are a major context, where there are significant requirements for the load capacity and impact resistance of robots. Therefore, cycloidal reducers, which combine the advantages of RV and harmonic reducers, are expected to be used in humanoid robots. **Multiple companies have launched cycloidal reducer products.** In the humanoid robot industry, hardware capabilities determine the performance ceiling of humanoid robots. In the reducer field, cycloidal solutions are a preliminary research route for some robotics companies, but no company in the industry has adopted cycloidal technology as a primary technical solution Companies such as KML Innovation, HuanDong Technology, ZD Leader, and Dongyi Technology have successively launched cycloidal reducers related products, featuring characteristics such as lightweight, high burst, impact resistance, high precision, fast response, high integration, and strong stability. **Related targets:** KDL, Haoneng Co., Ltd., ZD Leader, SHUANGHUAN COMPANY, etc. **Risk warning:** Progress of humanoid robots is below expectations; the technical route of cycloidal reducers is below expectations ### Related Stocks - [002850.CN](https://longbridge.com/en/quote/002850.CN.md) - [002472.CN](https://longbridge.com/en/quote/002472.CN.md) - [002896.CN](https://longbridge.com/en/quote/002896.CN.md) - [603809.CN](https://longbridge.com/en/quote/603809.CN.md) - [000686.CN](https://longbridge.com/en/quote/000686.CN.md) ## Related News & Research - [The Treasury's bond-market intervention isn't working. 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