华鑫证券：轴向磁通电机有望成为下一代执行器用电机 SMC一体压铸、定子结构优化加速商业化

智通财经2025-10-15

智通财经APP获悉，华鑫证券发布研报称，轴向磁通电机设计灵活，可根据应用需求组合转子与定子数量，为电动飞行器、电动汽车及机器人关节等提供理想动力。其扁平化结构和高性能特性，有望使其成为人形机器人驱动电机的首选方案。目前其量产制约因素有：微小气隙偏差、散热压力大、成本较高及机械应力大。该行认为，SMC一体压铸、定子结构优化等有望加速轴向磁通电机商业应用。华鑫证券主要观点如下：轴向磁通电机结构优势明显...

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