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财信证券-机械设备行业深度：传动&支承关键部件，人形机器人带来增量空间-250407

零部件厂商“船小好调头”，超额收益明显。我们曾在 2024和 2025年风电设备年度策略中连续提到关注风电设备零部件尤其是传动和支承类零部件厂商的投资逻辑，复盘 2024/01/01-2025/03/25 的区间最大涨幅，以长盛轴承、金沃股份、双飞集团和五洲新春等为代表的传动&支承类零部件厂商的超额收益明显。主要原因是零部件厂商“船小好调头”，在风电装机增速放缓、产品受到价格战困扰的情况下，零部件

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