Market size:
In Q3 2025, the export volume of Chinese gearboxes increased by 18.7% year-on-year (according to data from the General Administration of Customs), with the Southeast Asian market accounting for 35%.
Policy driven: The subsidy ratio for precision reducers under the "Made in China 2025" special fund has been increased to 15%.
Competitive landscape:
The domestic substitution rate has exceeded 70% (58% in 2024), and the market share of Wencheng reducers in wind power variable pitch systems has risen to 22%.
Price war risk: The gross profit margin of some manufacturers' low-end products has fallen below 20% (Securities Times research).
Emerging demand:
The explosion of humanoid robots: The global demand for deceleration motors is expected to increase by 1.2 million units by 2025 (predicted by Gaogong Robotics).
Space Economy: Micro decelerators (weighing less than 500g) for commercial satellite attitude control have become a new blue ocean.
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