Chan Ye Xin Xi Wang·2025-05-28 01:31Core Viewpoint - The development of humanoid robot tendon materials is driven by advancements in ultra-high molecular weight polyethylene (UHMWPE) fibers, which have achieved performance levels comparable to international leaders while reducing costs by 30% [1][17]. The mass production plans of benchmark products like Tesla's Optimus are significantly increasing the demand for high-end tendon materials [1][17]. Industry Overview - Humanoid robot tendon materials are used to connect and fix robot joints, simulating human tendons to drive joint movement. These materials are crucial for enhancing the dexterity and lightweight characteristics of robotic hands [2][9]. Industry Development History - The industry has undergone three phases: 1. Technical Enlightenment (2019-2022): The introduction of UHMWPE as a key strategic material by the Ministry of Industry and Information Technology (MIIT) and the initiation of domestic production [9]. 2. Industrial Exploration (2023-2024): The MIIT's guidance on humanoid robot innovation and the successful mass production of high-strength fibers by companies like Nanshan Zhishang [10]. 3. Ecosystem Construction (2025-Present): The establishment of standards and funding support for tendon material companies, with advancements in fiber strength and the introduction of smart tendon materials [10][24]. Industry Chain - The upstream of the tendon materials industry includes raw materials like UHMWPE resin and production equipment. The midstream involves the manufacturing of tendon materials, while the downstream applications include humanoid robots, industrial robots, and medical robots [12]. Market Size - The market for humanoid robot tendon materials in China is projected to grow from 1.325 million RMB in 2025 to 47.368 million RMB by 2029, with a compound annual growth rate (CAGR) of 144.52% [1][17]. Key Companies' Performance - Key players in the UHMWPE fiber sector include Jiuzhou Xingji, Qianxi Longxian, Tongyi Zhong, Henghui Anfang, and Nanshan Zhishang, with significant production capacities and product performance [19][22]. For instance, Jiuzhou Xingji has an annual production capacity of 30,000 tons, leading globally [19]. Industry Development Trends 1. Material Performance and Smart Integration: The industry will focus on enhancing UHMWPE fibers' strength and reducing creep rates, while also developing smart tendon materials with real-time monitoring capabilities [24]. 2. Application Scenario Diversification: The demand for tendon materials will split into high-end applications for medical and rehabilitation robots and low-cost solutions for educational and entertainment markets [25][26]. 3. Domestic Substitution and Global Supply Chain Restructuring: Chinese companies are accelerating domestic substitution and entering global supply chains, with a projected increase in domestic market share from 20% in 2023 to 35% in 2024 [27].