SIASUN(SZ:300024) Xin Lang Cai Jing·2025-07-06 12:32Group 1 - The report addresses the differences between dexterous hands and grippers, emphasizing the importance of dexterous hands in robotic applications [1] - Dexterous hands have four key modules: drive, deceleration, transmission, and perception, which are crucial for the commercialization of robots [1] - In industrial applications, grippers are favored for their stability and cost-effectiveness, while dexterous hands offer greater adaptability and flexibility for complex tasks [1] Group 2 - The complexity of dexterous hands is expected to drive demand for various components, with a notable increase in degrees of freedom showcased at the "werobot" event [2] - The application of micro-screws and tendon ropes is expanding among manufacturers like Tesla for more efficient transmission solutions [2] - The market for dexterous hands is projected to reach 900 million yuan by 2025 and 37.6 billion yuan by 2030, with a compound annual growth rate of 110% [2] Group 3 - The competitive landscape for dexterous hands includes three main types of players: self-researching robot manufacturers, startups focused on dexterous hands, and companies extending from other industries into dexterous hand components [3] - Companies with quality products related to dexterous hands include Longsheng Technology, Xiangxin Technology, Wuzhou Xinchun, Nanshan Zhishang, Hengshuai Co., Guangyang Co., and Helit Technology [3]