中金:人形机器人轻量化大势所趋 轻量化板块关注度提升
SIASUNSIASUN(SZ:300024) 智通财经网·2025-08-05 00:01

Core Viewpoint - The trend of lightweight humanoid robots is becoming increasingly prominent, with companies like Tesla and Boston Dynamics leading the way in product iterations focused on lightweight designs [1][2]. Summary by Categories Lightweight Trend - The lightweight design of humanoid robots offers numerous benefits, including improved endurance, reduced motion inertia, optimized performance, and enhanced safety [2]. Material Optimization - Aluminum Alloy: Exhibits excellent overall performance, processing difficulty, and cost-effectiveness, with potential applications in humanoid robot shells, structural components, and high-performance servo drive systems [2]. - Magnesium Alloy: Notable for its performance, heat dissipation, and shock absorption, with expected applications in robot skeletons, shells, joints, and damping components as supply improves and processing technology matures [2]. - PEEK: Lightweight with high specific strength and wear resistance, already widely used in various industries, with future applications anticipated in robot joint gears, skeletons, and protective shells [2]. Structural and Process Optimization - Structural Optimization: A cost-effective approach to achieve lightweight designs, categorized into size optimization, shape optimization, and topology optimization, with topology optimization gaining traction in the humanoid robot sector [3]. - Process Optimization: - MIM (Metal Injection Molding): Suitable for efficient mass production of precision small parts, with companies like Figure already experimenting with this method [3]. - 3D Printing: Offers advantages in lightweight and customized designs, with practical applications being explored by companies such as Figure and Boston Dynamics [3].