SEALAND SECURITIES(SZ:000750) 智通财经网·2025-07-07 06:43Core Viewpoint - The report from Guohai Securities highlights that breakthroughs in dexterous hands, a core component of humanoid robots, directly influence the commercialization process of these robots [1][2]. Market Size - The global market for humanoid robot dexterous hands is projected to reach 900 million yuan in 2025 and 37.6 billion yuan in 2030, with a compound annual growth rate (CAGR) of 110% over five years [5]. Industry Trends - The complexity of dexterous hands is increasing, driving demand for various components [3]. - The introduction of a 22-degree-of-freedom dexterous hand at the "werobot" launch event marks a significant advancement compared to the 11 degrees of freedom in second-generation robots [3]. Component Innovations - The application of micro-screws and tendon ropes is expanding, with companies like Tesla adopting these as more efficient transmission solutions [4]. - Flexible sensors, referred to as "electronic skin," are expected to gain importance due to their superior performance compared to traditional sensors [4]. - The use of PEEK materials is anticipated to rise as they gradually replace metals in mid-to-high-end applications, particularly in dexterous hands [4]. - End-to-end large models are enhancing the generalization capabilities of dexterous hands, enabling them to perform complex tasks more effectively [4]. Competitive Landscape - The market for dexterous hands is becoming increasingly competitive, with three main types of players: self-researching robot manufacturers, startups focused on dexterous hands, and companies extending their expertise from other sectors like automotive and new energy into robot components [6].