GF SECURITIES(000776) 智通财经·2025-04-03 03:12Group 1 - The core components of dexterous hands include three systems: drive, transmission, and perception [1] - The driving solution has shifted to electric drives, with hollow cup motors and brushless gear motors being the preferred choices [1] - The transmission solutions are categorized into linkages, tendon-driven, and worm gear/gear systems, with tendon-driven applications being the most widespread [1] Group 2 - The third generation of Optimus dexterous hands features an upgraded transmission structure and enhanced tactile sensing, significantly increasing degrees of freedom from 11 to 22 [2] - The active control degrees of freedom have increased from 6 to 17, allowing for more complex movements [2] Group 3 - Key components in the dexterous hand market include brushless DC motors, micro lead screws, tactile sensors, and tendons [3] - Major companies involved in brushless DC motors include Mingzhi Electric, Zhaowei Electromechanical, and Weichuang Electric [3] - Micro lead screws are critical for precision linear motion, with companies like Hengli Hydraulic and Zhejiang Rongtai leading in this area [3] Group 4 - Emerging players in the dexterous hand sector include unicorns such as Yinshi Robotics and Aoyi Technology, along with listed companies like Jiechang Drive and Leisai Intelligent [4] - These companies are positioned to benefit from the accelerated industrialization of dexterous hands [4]