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Openai/69642d5c-9a18-8006-8049-4ced121934da
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==== ⚠️ 为什么无法断言“唯一龙头” ==== * 行星滚柱丝杠目前在中国属于高技术 + 高壁垒 + 应用场景集中(机器人、电动车底盘线控、工业自动化等)的细分领域。多数公司尚处于“研发/示范/样品交付”阶段。证券时报<ref>{{cite web|title=证券时报|url=https://emcreative.eastmoney.com/app_fortune/article/index.html?artCode=20250225215509602724690&postId=1520998535|publisher=emcreative.eastmoney.com|access-date=2026-01-13}}</ref> * 市场需求尚在增长、技术标准和产业链体系尚未完全建立。这意味着未来“龙头”可能并不止现在这几家,也有可能出现新的强者。 * 公司披露信息与实际量产能力、供应链整合能力、客户关系等多维度有关,仅靠“披露丝杠业务”不能保证最终能成为大规模供应商/市场主导者。
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