人形机器人概念拉升，恒工精密20%涨停，格力博等大涨

Industry Overview - The humanoid robot sector has experienced a strong surge in stock prices, with companies like Henggong Precision reaching a 20% limit up, and others like Greebo and Demar Technology also showing significant gains [1] - The humanoid robot industry is entering an intelligent development phase, driven by substantial market demand and advancements in artificial intelligence technology [1] - National policies are guiding the development of humanoid robots, with local governments implementing supportive measures to foster innovation and industrial clustering [1] Market Potential - The domestic robot market is projected to reach a scale of 10 trillion yuan by 2045, indicating a growing market space that will stimulate demand for related materials [1] - PEEK materials are crucial components in humanoid robots, with demand expected to expand rapidly due to industry growth [1] Material Insights - PEEK's low density contributes to reducing robot weight, enhancing flexibility and performance while lowering energy consumption [1] - PEEK possesses high-temperature resistance, strength, wear resistance, low water absorption, and high dielectric strength, making it suitable for critical components in humanoid robots [1] - UHMWPE fiber is identified as the main tendon material for dexterous hands in humanoid robots, offering superior strength and flexibility compared to carbon fiber and aramid [2] Technological Developments - The performance of electronic skin in humanoid robots relies heavily on material selection and structural design, with flexible substrates and conductive fillers being key components [2]