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国内重卡AMT齿轮市场空间测算
国内重卡AMT齿轮市场空间测算
行业数据
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图片格式:PNG
图片大小:109KB
图片尺寸:1858*850
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所属报告:
双环传动-公司研究报告-精密齿轮制造平台公司机器人减速机打开新空间-230808(49页).pdf
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5qC55o2u5oKo5o+Q5L6b55qE5L+h5oGv77yM5Lul5LiL5piv5LuO5Zu+54mH5Lit5o+Q5Y+W55qE5pWw5o2u5bm255Sf5oiQ55qE6KGo5qC877yM5Lul5Y+K6LWE5paZ5p2l5rqQ77yaCgp8IOW5tOS7vSB8IEFNVOmHjeWNoea4l+mAj+eOhyB8CnwtLS0tLS18LS0tLS0tLS0tLS0tLS0tLXwKfCAyMDE5IHwgMCUgICAgICAgICAgICAgfAp8IDIwMjAgfCA1JSAgICAgICAgICAgICB8CnwgMjAyMSB8IDEwJSAgICAgICAgICAgIHwKfCAyMDIyIHwgMTUlICAgICAgICAgICAgfAp8IDIwMjMgfCAzMCUgICAgICAgICAgICB8CnwgMjAyNCB8IDQwJSAgICAgICAgICAgIHwKfCAyMDI1RSB8IDUwJSAgICAgICAgICAgIHwKfCAyMDMwRSB8IDkwJSAgICAgICAgICAgIHwKCui1hOaWmeadpea6kO+8muaWueW+l+e9ke+8jOWVhueUqOi9puaWsOe9ke+8jOWQjOiKsemhuui0oue7j++8jOS/oei+vuivgeWIuOeglOWPkeS4rQ==
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fCDlm741IHwg5Lit5Zu96YeN5rG9Uy1BTVQxNuWPmOmAn+eusSB8CnwtLS0tLS18LS0tLS0tLS0tLS0tLS0tLS0tLS0tLXwKfCDotYTmlpnmnaXmupAgfCDnrKzkuIDllYbnlKjovabnvZHjgIHmi5vllYbor4HliLggfA==
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fCDlubTku70gfCDnibXlvJXovabmgLvph4/vvIjkuIfovobvvIkgfCBBTVTplIDph4/vvIjkuIfovobvvIkgfCBBTVTljaDmr5TvvIgl77yJIHwKfC0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLS18LS0tLS0tLS0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tfAp8IDIwMTcgfCAzNSAgICAgICAgICAgICAgICAgIHwgNSAgICAgICAgICAgICAgICB8IDE0ICAgICAgICAgICB8CnwgMjAxOCB8IDQwICAgICAgICAgICAgICAgICAgfCA2ICAgICAgICAgICAgICAgIHwgMTUgICAgICAgICAgIHwKfCAyMDE5IHwgNDUgICAgICAgICAgICAgICAgICB8IDggICAgICAgICAgICAgICAgfCAxOCAgICAgICAgICAgfAp8IDIwMjAgfCA1MCAgICAgICAgICAgICAgICAgIHwgMTAgICAgICAgICAgICAgICB8IDIwICAgICAgICAgICB8CnwgMjAyMSB8IDU1ICAgICAgICAgICAgICAgICAgfCAxMiAgICAgICAgICAgICAgIHwgMjIgICAgICAgICAgIHwKfCAyMDIyIHwgNjAgICAgICAgICAgICAgICAgICB8IDE1ICAgICAgICAgICAgICAgfCAyNSAgICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77ya5Lit5rG956CU77yM5Zu96YeR6K+B5Yi456CU56m25omA
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fCDlj4LmlbAgfCDmj4/ov7AgfAp8IC0tLSB8IC0tLSB8Cnwg5Z6L5Y+3IHwgUy1BTVQxNiB8Cnwg5p2l5rqQIHwg5oeC6L2m5bid77yM5Zu96YeR6K+B5Yi456CU56m25omAIHwKCui1hOaWmeadpea6kO+8muaHgui9puW4ne+8jOWbvemHkeivgeWIuOeglOeptuaJgA==
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图26中国AMT重卡渗透率预测
fCDlubTku70gfCDmuJfpgI/njofvvIgl77yJIHwKfC0tLS0tLXwtLS0tLS0tLS0tfAp8IDIwMTjlubQgfCAwLjIgfAp8IDIwMTnlubQgfCAwLjcgfAp8IDIwMjDlubQgfCA0LjAgfAp8IDIwMjXlubRFIHwgNTAuMCB8CgrotYTmlpnmnaXmupDvvJrljY7nu4/kuqfkuJrnoJTnqbbpmaLmj7TlvJXmlrnlvpfnvZHvvIxIVEk=
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图26中国AMT重卡渗透率预测
fCDlubTku70gfCDmuJfpgI/njofvvIgl77yJIHwKfC0tLS0tLXwtLS0tLS0tLS0tfAp8IDIwMTjlubQgfCAwLjIgfAp8IDIwMTnlubQgfCAwLjcgfAp8IDIwMjDlubQgfCA0LjAgfAp8IDIwMjXlubRFIHwgNTAuMCB8CgrotYTmlpnmnaXmupDvvJrljY7nu4/kuqfkuJrnoJTnqbbpmaLmj7TlvJXmlrnlvpfnvZHvvIzmtbfpgJror4HliLjnoJTnqbbmiYA=
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相对于欧美,国内重卡AMT市场空间广阔
fCDml7bpl7QgICB8IOasp+a0siB8IOe+juWbvSB8IOS4reWbvSB8CnwtLS0tLS0tLXwtLS0tLS18LS0tLS0tfC0tLS0tLXwKfCAxOTg25bm0IHwgMCUgICB8IDAlICAgfCAwJSAgIHwKfCAxOTkw5bm0IHwgMCUgICB8IDAlICAgfCAwJSAgIHwKfCAxOTk05bm0IHwgMjAlICB8IDAlICAgfCAwJSAgIHwKfCAxOTk45bm0IHwgODAlICB8IDIwJSAgfCAwJSAgIHwKfCAyMDAy5bm0IHwgODAlICB8IDIwJSAgfCAwJSAgIHwKfCAyMDA25bm0IHwgODAlICB8IDIwJSAgfCAwJSAgIHwKfCAyMDEw5bm0IHwgOTUlICB8IDgwJSAgfCAwJSAgIHwKfCAyMDE05bm0IHwgOTUlICB8IDk0JSAgfCAwJSAgIHwKfCAyMDE45bm0IHwgOTUlICB8IDk0JSAgfCA1MCUgIHwKfCAyMDIy5bm0IHwgOTUlICB8IDk0JSAgfCA1MCUgIHwKfCAyMDI25bm0IHwgOTUlICB8IDk0JSAgfCA1MCUgIHwKfCAyMDMw5bm0IHwgOTUlICB8IDk0JSAgfCA5MCUgIHwKCui1hOaWmeadpea6kO+8muWNoei9puS5i+Wutu+8jOW+t+mCpueglOeptuaJgA==
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欧美AMT市场渗透率均已超过90%,中国2021年渗透率仅为7%
fCDlubTku70gfCDmrKfmtLIgfCDnvo7lm70gfCDkuK3lm70gfAp8LS0tLS0tfC0tLS0tLXwtLS0tLS18LS0tLS0tfAp8IDE5OTcgfCAwJSB8IDAlIHwgMCUgfAp8IDIwMDAgfCA1JSB8IDUlIHwgMCUgfAp8IDIwMDMgfCAxMCUgfCAxMCUgfCAwJSB8CnwgMjAwNiB8IDIwJSB8IDIwJSB8IDAlIHwKfCAyMDA5IHwgNDAlIHwgNDAlIHwgMCUgfAp8IDIwMTIgfCA3MCUgfCA3MCUgfCAwJSB8CnwgMjAxNSB8IDkwJSB8IDkwJSB8IDAlIHwKfCAyMDE4IHwgOTUlIHwgOTUlIHwgMCUgfAp8IDIwMjEgfCA5NSUgfCA5NSUgfCA3JSB8CgrotYTmlpnmnaXmupDvvJrljY7nu4/kuqfkuJrnoJTnqbbpmaLvvIznlLPkuIflro/mupDnoJTnqbY=
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受多重因素影响,重卡AMT渗透率有望提升
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fCDlubTku70gfCDmrKfmtLIgfCDljJfnvo4gfAp8LS0tLS0tfC0tLS0tLXwtLS0tLS18CnwgMTk5NyB8IDIlICAgfCAyJSAgIHwKfCAyMDAwIHwgNSUgICB8IDQlICAgfAp8IDIwMDMgfCAxMCUgIHwgNyUgICB8CnwgMjAwNiB8IDMwJSAgfCAxMiUgIHwKfCAyMDA5IHwgNDAlICB8IDMyJSAgfAp8IDIwMTIgfCA3MiUgIHwgNzUlICB8CnwgMjAxNSB8IDgzJSAgfCA5NSUgIHwKfCAyMDE4IHwgOTUlICB8IDk4JSAgfAp8IDIwMjEgfCA5OCUgIHwgOTglICB8CgrotYTmlpnmnaXmupDvvJrljY7nu4/kuqfkuJrnoJTnqbbpmaLvvIzlm73ph5Hor4HliLjnoJTnqbbmiYA=
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国内AMT重卡渗透率变
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行业数据
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2022-2025年我国重卡AMT变速箱渗透率有望从7%增至50%
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行业数据
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对比主流汽车变速箱种类,AMT变速箱舒适性高且节油性高
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我们预测,2025 年国内重卡 AMT 齿轮市场约为 19 亿元,4 年 CAGR 达 49%。在行业整体销量方面,随着政策透支影响的逐步减弱,预计 2023 年及以后我国重卡销量将逐步回升,2025 年有望达 105 万辆。在渗透率方面,新能源重卡将挤占一部分市场,预计到2025 年传统燃油重卡比例为 90%,而 AMT 在燃油重卡中的渗透率则有望达 50%。在单 公司深度 车价值量方面,参考公司 2022 年定增项目中商用车 AMT 齿轮价格在 2382 元/套,但考虑到当时配套约为一般份额,因此假设 AMT 齿轮单车价值量为 4000 元/套。以此测算,预计 2025 年国内重卡 AMT 齿轮市场约为 19 亿元,4 年 CAGR 达 49% 3.2 工程机械:跟随主流供应商拓展全球市场 公司工程机械产品包括非道路机械齿轮等,绑定行业头部客户。2005 年开始,公司陆续进入非道路机械卡特彼勒、约翰迪尔、利勃海尔等行业优势企业的供应链体系,是意大利康迈尔公司大模数减速箱领域输出轴齿轮的国内独家供应商。产品满足 85~200 马力不等非道路机械作业需求。产品质量稳定达到国际先进,国内领先水平。客户包括约翰迪尔、卡特彼勒、利勃海尔、爱科、徐工等。
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双环传动-公司研究报告-精密齿轮制造平台公司机器人减速机打开新空间-230808(49页).pdf
公司乘用车齿轮主要配套客户
国内乘用车齿轮市场测算
2022年电驱系统装机量前十厂商减速器齿轮均为外采
驱动电机转速普遍在16,000r/min以上
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